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Category Title Type Date Time to Read
Education

The Kitces Latest In Financial #AdvisorTech Highlights Income Lab’s Retirement Stress Test (June 2023)

Income Lab Launches Retirement Stress Test As A Monte Carlo Alternative “Retirement income planning platform Income Lab has released a...

Guide
Jun 14
1 min
Guide · Jun 14 · 1 min
Education

How Stress Testing Retirement Plans Builds Client Confidence

“Stress tests that illustrate spending and adjustments are invaluable for improving advice, client experiences, and client confidence.” – Justin Fitzpatrick,...

Guide
Jun 5
1 min
Guide · Jun 5 · 1 min
Product Updates

Tool Tests If Retirement Plans Can Survive Past Crises

Financial Advisor magazine highlights Income Lab’s retirement stress test. “Income Lab, a retirement income management software firm, has released a...

Product Update
Jun 5
1 min
Product Update · Jun 5 · 1 min
Webinars

How and why to move beyond “Probability of Success” in retirement planning webinar featuring: Jeff Brown, President of Stratos Private Wealth, Jamie Hopkins, Managing Partner of Wealth, David Blanchett, Managing Director, Head of Retirement

Monte Carlo simulations and “Probability of Success” were important innovations in financial planning more than two decades ago. But it’s...

Webinar
May 25
1 min
Webinar · May 25 · 1 min
Product Updates

Income Lab Debuts Retirement Stress Test Tool

WealthManagement.com highlighted the launch of our ground-breaking new retirement income stress test. Below are some key features of the retirement stress...

Product Update
May 18
1 min
Product Update · May 18 · 1 min
Product Updates

Income Lab, the retirement income management software provider, launches revolutionary and timely Retirement Stress Test tool for Financial Advisors

The first realistic retirement stress test that increases clients’ confidence, not their anxiety. Income Lab, the leading provider of retirement...

Product Update
May 17
1 min
Product Update · May 17 · 1 min
Webinars

“Presenting Income Lab to Clients” Panel webinar featuring: Cody Crawford, NSSA® Beth Agnello, CFP® Riley Anderson, CPA

 We’ll cover questions like: “How do I talk with my clients about their Income Lab plans?” “How do I explain...

Webinar
May 4
1 min
Webinar · May 4 · 1 min
Product Updates

Revolutionary Retirement Stress Test for Financial Advisors from Income Lab

Income Lab, the recently awarded “Highest-Rated Retirement Distribution Planning Tool” by the 2023 T3/Inside Information Advisor Software Survey, launched fintech’s first historical...

Product Update
Apr 28
3 min
Product Update · Apr 28 · 3 min
Education

How Different Monte Carlo Models Perform In The Real World: Assessing Quality Of Predictiveness In Retirement Income Forecasting Models

It’s natural to assume retirement planning forecasts are reasonably good -but are they really? Check out the latest Kitces article...

Guide
Apr 25
1 min
Guide · Apr 25 · 1 min
Product Updates

Highest Advisor-Rated Retirement Distribution Planning Tool – Income Lab

“Income Lab is the most comprehensive and sophisticated retirement income solution in the current fintech landscape. Not only does it...

Product Update
Apr 11
1 min
Product Update · Apr 11 · 1 min
Webinars

“Using Income Lab with Your Tech Stack” Panel webinar featuring: Derek Tharp, PhD, CFP®, CLU®, RICP® Jonathan A. Murdock, CFP®, CPWA® Keith Spencer, CFP®

One of our most requested topics is here! Hear how a panel of your peers use Income Lab with their...

Webinar
Mar 29
1 min
Webinar · Mar 29 · 1 min
Webinars

“Presenting Income Lab to Clients” Panel Webinar featuring: Andy Anderson, CFP Ryan Townsley, CFP John “J.C.” Corrigan, CFP

Hear how your fellow advisors drive great client experiences with Income Lab. We’ll cover questions like:“How do I talk with...

Webinar
Mar 6
1 min
Webinar · Mar 6 · 1 min
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