Due to overwhelming advisor requests and the implementation of the DOL Fiduciary rules, we have separated IncomeConductor® from 3D Asset Management, Inc. and formed WealthConductor LLC. This is important for a few reasons:
- There is no association between access to the program and the use of 3D portfolios.
- Tracking of existing product connections will not be interrupted.
- Dedicated case professionals will be added to broaden our support capabilities.
- Continuous, rigorous enhancement of the platform will accelerate via in-house development.
We are excited about our future prospects as a new independent firm, and would like to thank all of the advisors who have helped to make IncomeConductor® what it is today through your feedback and constructive input over the years.
As you can see in our new About Us section, Sheryl O’Connor and Tom O’Connor have come over to lead WealthConductor LLC along with Phil Lubinski. We have also brought on board an experienced Director of Technology, Joe Wallace, and a dedicated, knowledgeable Director of Advisor Support, Nick Oglesby. The new team has been hard at work to make sure that our current user’s experience will be smooth and continuous throughout our transition.
For more information about the new firm, please contact Sheryl O’Connor at firstname.lastname@example.org or 860-969-3672.