• 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...

  • September 01, 2018

    IncomeConductor Becomes FPA FinTech Sponsor

    We are proud to announce that WealthConductor LLC has become a Financial Planning Association (FPA) national sponsor for 2018/2019! We’re excited to support an organization that supports planners from across the country in their efforts to serve their clients while enhancing their personal and professional growth. As a fintech...

  • April 24, 2018

    Orion Advisor Services Integrates with IncomeConductor

    IncomeConductor is proud to announce that we have successfully completed our integration with Orion Advisor Services! Our Orion integration allows advisors to link their clients’ accounts and sleeved models directly into IncomeConductor plan segments in one easy step. Orion users can simply call up the Orion connection in the...

  • March 20, 2018

    Trust Company of America Integrates with IncomeConductor

    We are proud to announce that IncomeConductor now has a direct integration into Trust Company of America! The new TCA integration allows advisors to use their Rep ID to link client accounts directly into retirement income plans on IncomeConductor. Users no longer need to provide their client’s credentials to...

  • December 22, 2017

    Upcoming Conference Attendance

    The 2018 conference season is almost upon us, and the IncomeConductor team is already planning on attending several exciting events. Read more about them below.   TD LINC Conference: January 31 – February 3, Orlando, FL Sheryl O’Connor, Founder/CEO and Nick Oglesby, Director of Advisor Support will be running...

  • August 26, 2017

    WealthConductor LLC and Integrated Financial Partners Partner to Improve Efficiencies

    Hartford, CT – August 26, 2017 – WealthConductor LLC (“WC”) is pleased to announce its partnership with Integrated Financial Partners (“IFP”) in offering a complete retirement income technology solution to IFP’s financial advisors. IFP has built a successful business offering clients a time-segmented retirement income strategy, Lifetime Income Model®...

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