LEAWOOD, Kan., Aug. 30, 2022 (GLOBE NEWSWIRE) — Tom Valverde has joined the top-rated retirement income technology platform used by financial advisors, IncomeSolver.com, as Chief Revenue Officer. Valverde has had a distinguished career driving growth and marketing solutions for registered investment advisors at Fidelity and Pershing. Coming from a senior position at TIFIN, he joins Income Solver, confirming his belief that retirement income and decumulation planning will be the next growth driver in retail wealth management. Valverde states, “The complexity of finding the right income strategy for each unique client has paralyzed most of the wealth management industry into using oversimplified and underperforming ‘conventional wisdom’ strategies. Income Solver gives advisors the all-in-one tool to remove the friction of this complexity, do it at scale and add value to the client by increasing portfolio life on average by over seven years. Adding more than 150 basis points of value per year can all be quantified.”
Income Solver received the top financial advisor ranking of 2022 in both the Kitces and T3 Advisor Software Rankings for retirement income planning technology. The market leadership of IncomeSolver.com and the size of the opportunity compelled Valverde to join the firm. “With over a third of the U.S. population age 50 or older, retirement income is No. 1 on investors’ minds. In fact, 71% of investors say they want their advisor to be a retirement specialist.”
William Meyer, CEO of Retiree, Inc. which developed IncomeSolver.com, said: “Tom sees the industry’s opportunity to better advise clients approaching or in retirement, where our platform helps advisors differentiate themselves and develop their practices.” As Tom Valverde states, “For the high performing wealth management firms that do this work today, it takes them almost two days to do it even close to right. Income solvers can do it in minutes and with better results for the investor.”
The announcement of Valverde’s appointment coincides with the firm’s launch of the first “decumulation TAMP (Turnkey Asset Management Platform).” Other TAMPs such as Envestnet and Orion focus only on “accumulation-based” workflows and capabilities in their technology platform, leaving a large gap for advisors looking to differentiate and provide the best advice to clients over 50. Valverde will lead the growth and introduction of the first firms using the new TAMP retirement income and planning platform. For more information about Income Solver and the launch of the innovative TAMP retirement income advice, visit www.incomesolver.com/tamp/.
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