News List - IncomeConductor
  • July 24, 2020

    Forbes: This Is How You Can Stress Test Your Retirement Savings Before It’s Too Late

    Forbes author Christopher Carosa wrote an article “This Is How You Can Stress Test Your Retirement Savings Before It’s Too Late” guiding pre-retirees on various methods for evaluating how financially fit they may be for retirement. IncomeConductor CEO Sheryl O’Connor was featured as part of the conversation on this...

  • July 16, 2020

    IncomeConductor Announces Advisory Board with Veterans from JP Morgan, BNY Mellon, Nationwide and 3D Asset Management

    HARTFORD, Conn., July 16, 2020 – WealthConductor LLC, a FinTech company that arms enterprise, financial advisor and individual clients with an integrated retirement planning software called IncomeConductor, today announced the formation of its Strategic Advisory Board. The inaugural members of the Board, which was formed to guide the company...

  • December 15, 2019

    WealthConductor LLC Announces IncomeConductor Integration with BNY Mellon’s Albridge

    WealthConductor LLC accounces the launch of an integration that will make an important impact for advisors and firms who use IncomeConductor®, WealthConductor’s next-generation retirement income tool. The platform will now be fed with data from BNY Mellon’s Albridge, an award-winning data aggregation and performance reporting solution. WealthConductor LLC, which...

  • November 12, 2019

    WealthConductor LLC Named Marcum Tech Top 40 Finalist

    The Connecticut Technology Council (CTC) and Marcum LLP recently announced finalist companies in the 2019 Marcum Tech Top 40, an annual recognition of the fastest growing technology companies in Connecticut. WealthConductor LLC was named as one of the 40 finalists and is one of two companies in the “early stage” category....

  • March 08, 2019

    IncomeConductor takes first place at Quesnay FFiT Fintech Competition

    Quesnay, Inc., a women-led consultancy hosted its 3rd annual Female Founders in Technology event that marries support for diversity and innovation into one, with this year’s focus was on the FinTech space. The competition recognizes and supports women-led startups and awards them with money, mentorship, education, and introductions to...

  • December 19, 2018

    Raymond James Integrates with IncomeConductor

    WealthConductor is proud to announce that our data connectivity integration with the Raymond James advisor platform is live. Through the new integration, Raymond James advisors can connect their client accounts and holdings directly to their IncomeConductor income plans. Every day, Raymond James client account and underlying position values will...

  • September 17, 2018

    The American College Welcomes IncomeConductor RICP Content

    On September 11th, 2018, WealthConductor Co-Founders Sheryl O’Connor and Phil Lubinski traveled to The American College of Financial Services and spent the day recording video content for use in the Retirement Income Certified Professional (RICP)® designation curriculum. This trip represented a unique opportunity for the time-segmented income methodology and...

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