Since the original publish date of this article, TCA by E*TRADE has become E*TRADE Advisor Services. 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….
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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 our kiosk in the TD Veo…
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® (“LIM”). IFP was using proposal software…