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…
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In The Suite: Building a FinTech Solution to Help Solve the Other Parts of Retirement Planning
Tina Powell recently hosted Sheryl O’Connor on her podcast In The Suite after Sheryl was named as one of the 2020 Inspiring Fintech Females by NYC Fintech Women. In the Suite is a podcast that shares amazing stories of women in business in the financial services and wealth management industry. The podcast features interviews with inspiring,…
Wealth Management: IncomeConductor Reprices Retirement Planning Software
Wealth Management editor Davis Janowski covered the announcement of a new tiered pricing structure for the IncomeConductor platform. The new pricing includes discounts for paying annually vs. monthly, as well as a new Basic subscription tier at a heavily reduced price for those advisors looking to get started with retirement income plan generation. The new…