ThinkAdvisor recently announced the winners of their new, pioneering recognition program: the LUMINARIES. The program’s Class of 2021 members are being honored for the dynamic and inclusive ways they are driving the wealth, investment and retirement industry forward. An evolution of the existing Broker-Dealers of the Year awards, the LUMINARIES program shines a spotlight on…
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IncomeConductor Named Finalist in 2021 WealthManagement.com Wealthies Awards
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…
IncomeConductor Announces New Relationship with the SEI Wealth Platform
WealthConductor LLC, a FinTech company that arms enterprise and financial advisor clients with an integrated retirement income planning software called IncomeConductor, today announced that IncomeConductor is now available with the SEI Wealth PlatformSM (the Platform), enabling independent advisors that utilize both SEI’s Platform and IncomeConductor to easily connect their clients’ underlying accounts and facilitate scale through automation….