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 companies, a 40% increase over the previous year. Envestnet garnered the most finalist nominations with eight, followed by Raymond James and Morningstar with seven, and BNY Mellon, eMoney, Fidelity Investments and Orion Advisor Solutions with six apiece.