Research Center
Guides, strategies, and analysis for retirement planning professionals
Income Lab Launches Life Hub As A Stand-Alone Product To Make Planning More Accessible For Financial Advisors And Their Clients
Income Lab Launches Life Hub As a Stand-Alone Product To Make Planning More Accessible.
Streamline retirement income management with Altruist + Income Lab
Advisors, we are thrilled to share that the Altruist + Income Lab integration is now live. Retirement income planning and...
A Look Inside Our Brand Refresh Journey
Earlier this year our team sat down to refine our mission and vision for Income Lab. Helping retirees unlock their...
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...
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...
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...
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,...
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...
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...
See How It Works With Your Client Scenarios
30-minute personalized walkthrough. No commitment.
Book a Walkthrough