On September 11th, 2018, WealthConductor Co-Founders Sheryl O’Connor and Phil Lubinski traveled to The American College of Financial Services and spent the day recording video content for use in the Retirement Income Certified Professional (RICP)® designation curriculum. This trip represented a unique opportunity for the time-segmented income methodology and the IncomeConductor platform to be shared…
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IncomeConductor Becomes FPA FinTech Sponsor
We are proud to announce that WealthConductor LLC has become a Financial Planning Association (FPA) national sponsor for 2018/2019! We’re excited to support an organization that supports planners from across the country in their efforts to serve their clients while enhancing their personal and professional growth. As a fintech company that focuses on facilitating responsible…
Orion Advisor Services Integrates with IncomeConductor
IncomeConductor is proud to announce that we have successfully completed our integration with Orion Advisor Services! Our Orion integration allows advisors to link their clients’ accounts and sleeved models directly into IncomeConductor plan segments in one easy step. Orion users can simply call up the Orion connection in the INVEST area of IncomeConductor, and use…