Forbes author Christopher Carosa wrote an article “This Is How You Can Stress Test Your Retirement Savings Before It’s Too Late” guiding pre-retirees on various methods for evaluating how financially fit they may be for retirement. IncomeConductor CEO Sheryl O’Connor was featured as part of the conversation on this very important topic. Sheryl stressed…
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IncomeConductor Announces Advisory Board with Veterans from JP Morgan, BNY Mellon, Nationwide and 3D Asset Management
HARTFORD, Conn., July 16, 2020 – WealthConductor LLC, a FinTech company that arms enterprise, financial advisor and individual clients with an integrated retirement planning software called IncomeConductor, today announced the formation of its Strategic Advisory Board. The inaugural members of the Board, which was formed to guide the company through a period of growth, is…
IncomeConductor Now Appears on BNY Mellon’s Albridge Partner Network Technology Provider List
WealthConductor LLC has completed an integration that will make an important impact for advisors and firms who use IncomeConductor®, WealthConductor’s next-generation retirement income tool. The platform can now be fed with data from BNY Mellon’s Albridge, an award-winning data aggregation and performance reporting solution upon request. The full Albridge Partner Network Technology Providers list be…