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…
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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…
Announcing Health+, a Partnership Between IncomeConductor and HealthView Services
Sheryl O’Connor and Ron Mastrogiovanni spoke with Jeff Berman of ThinkAdvisor this week to celebrate the launch of Health+, our exciting new offering in partnership with HealthView Services, Inc. that adds actuarial longevity projections, health spending estimates and Social Security optimization to IncomeConductor’s already robust Dynamic Plan Editor. Read to learn about how Health+ is another giant leap forwards in helping advisors to…