News Archive - IncomeConductor

Phil Lubinski Featured Article Published in the Journal of Financial Planning

IncomeConductor Co-Founder Phil Lubinski, CFP® recently had his article “The Reality of Liquidation Order for the Mass Affluent” published in the FPA Journal of Financial Planning. Phil covers topics ranging from his definition of the “Mass Affluent” segment of investors, Roth IRA conversion strategies, the role of Reverse Mortgages in retirement income, and more. He…

IncomeConductor & CEO Sheryl O’Connor Recognized in ThinkAdvisor Luminaries Class of 2021

ThinkAdvisor recently announced the winners of their new, pioneering recognition program: the LUMINARIES. The program’s Class of 2021 members are being honored for the dynamic and inclusive ways they are driving the wealth, investment and retirement industry forward. An evolution of the existing Broker-Dealers of the Year awards, the LUMINARIES program shines a spotlight on…

IncomeConductor Named Finalist in 2021 WealthManagement.com Wealthies Awards

The “Wealthies,” WealthManagement.com’s annual awards programs honoring individuals, organizations, and companies that help financial advisors build better businesses and create better outcomes for their clients, is back and in person this September. IncomeConductor was named as a finalist in the “Specialized Planning Applications” category. This year, there were more than 900 entries submitted from 346 different…