For taxpayers who are relying on their retirement plans on a month-to-month basis for living expenses, the expiration of the suspension won’t be an issue. For those who had extra cash on hand, however, it could provide something of a windfall this tax season.
This strategic divestiture positions Yodlee for accelerated growth and continued client support under STG's stewardship. Founded in 2002 and previously known as Symphony Technology Group, STG has a proven history of propelling market leaders through its deep experience, flexible approach, and over $12 billion in assets under management as of March 2025. Yodlee, a leader in open finance, data aggregation, and analytics, will become part of STG's expanding global technology portfolio that includes prominent companies such as RSA, Trellix, and SurveyMonkey.
HSBC Global Research cautions several prevailing market assumptions may not hold through the second half of 2025 and advisors should prepare clients.