InvestmentNews has recognized IncomeConductor as a 2021 Innovation Award finalist. IncomeConductor, along with twelve other firms, were chosen as finalists from several hundred nominations by a committee of InvestmentNews representatives. The judges recognized firms for their creative and novel systems and improvements that help financial advisers take care of their clients, run their businesses and boost client outcomes.

“We are honored that IncomeConductor has been recognized for providing advisors and their firms with innovative technology for planning and supporting their clients’ retirements,” said Sheryl O’Connor, co-founder & CEO of IncomeConductor.

Each of the advisers, executives and firms who made the fifth annual InvestmentNews Icons and Innovators list were chosen from a rigorous selection process designed to identify individuals and firms that contributed profoundly and consistently to the advancement of the financial advice profession and for conceiving new ideas and tools that have propelled the industry forward.

“The thirteen finance industry firms recognized as this year’s Innovation Award finalists have led significant changes that are transforming the financial advice industry,” said George Moriarty, Chief Content Officer of InvestmentNews. “We hope their stories will inspire others to bring forward the next big ideas.”

This year’s Innovation Summit and awards ceremony will be held Nov. 16. IncomeConductor will be honored along with the other individuals and firm finalists, and the summit will include panel discussions, TED-style talks, and gathering the industry’s biggest names and brightest minds, along with an award session.

“The thirteen Innovation Award firm finalists are introducing creative and effective solutions to some of the industry’s most challenging questions,” said Moriarty. “As our profession continues to evolve, it is more important than ever to embrace the power of innovation.”

To learn more about IncomeConductor and the other finalists and winners, please go to for more information.


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