Research Center
Guides, strategies, and analysis for retirement planning professionals
Income Lab Selects BridgeFT’s WealthTech API to Provide Access to Custodial Data
Income Lab Selects BridgeFT’s WealthTech API to Provide Access to Custodial DataThrough a Single Integration The integration allows Income Lab...
Do financial plans underestimate inflation risk? How to handle sequence- of-inflation effects in planning
What do stress tests say about the right way to adjust spending in retirement?
How Sequence-Of-Inflation Risk Impacts Retirees Beyond Just Sequences of Returns
About 3 decades ago, a shift began in financial planning from modeling investment returns as constant, using straight-line appreciation and...
2X WINNER, INCOME LAB “NAMED BEST IN SHOW” AT THE XYPN LIVE ADVISOR TECH EXPO
Six emerging FinTech companies showcased the latest technology innovations in Financial Planning that will directly impact the delivery of financial...
Growing your business with Income Lab
Bob Veres of Inside Information covers Income Lab in the July edition of his newsletter, Inside Information
Bob Veres of Inside Information (https://bobveres.com) wrote about Income Lab in his July newsletter to his subscribers. Here’s what Bob...
Retirement Income Intel Advisor Panel Discussion
Hear how a panel of your peers use Income Lab with their clients.Featuring Beth Ann Johnson, CEPA, Eric Rabbanian, CFP®,...
How Accurate are Monte Carlo Forecasts in Retirement Income Planning
Income Lab’s Justin Fitzpatrick and Derek Tharp share research and insights on the accuracy of different Monte Carlo forecasts in...
Income Lab – Morningstar Investment Conference FinTech Expo 2023
Justin Fitzpatrick, PhD, CFA, CFP® and Co-founder of Income Lab had the opportunity to present at Morningstar Investment Conference this...
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...
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,...
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