News Archive - IncomeConductor

IncomeConductor Launches Charles Schwab Data Integration

IncomeConductor makes creating and tracking your clients’ retirement plans simple and compelling, and automating that tracking is even easier now that direct client account feeds are now available from Charles Schwab! User can authorize the connection from the Schwab Advisor Center in just minutes to begin feeding their FA Master Account data into clients’ IncomeConductor…

IncomeConductor Named Finalist in 2022 WealthManagement.com Wealthies Awards

The “Wealthies,” WealthManagement.com’s annual awards programs honoring the individuals, organizations and companies that help financial advisors build better businesses and create better outcomes for their clients, is back for its eighth installment this September. The Wealth Management Industry Awards received a record-breaking number of nominations: nearly 1,000 entries from more than 350 companies. In all, 225 organizations were selected as finalists in one…

CEO Sheryl O’Connor Featured on CoverRight Podcast

CEO and CoFounder of IncomeConductor Sheryl O’Connor sits down with Josef Katz on his CoverRight podcast to discuss how Financial Advisors should be thinking about healthcare costs when building financial plans. During the conversation, they cover a variety of financial planning topics including: Sheryl’s point of view on financial planning and if there was one…