Currence Income Under Management Conference 2026

July 19-21, 2026 · Nashville, TN

This conference is built around a specific argument: that as clients move from accumulating wealth to spending it, the right unit of measurement stops being assets under management and becomes income under management. It is a deliberately contrarian framing in an industry whose entire fee structure assumes otherwise.

Who attends

Advisors specializing in retirement income, annuity and insurance professionals, planners serving clients at or near the distribution phase, and the product and technology providers building for that market.

What was on the agenda

• Income-focused planning and distribution strategy

• Annuities and guaranteed income within a portfolio

• Pricing and business models built on income rather than AUM

• Client communication about spending down assets

Why income planning demands a completeness a portfolio view does not

Retirement income planning has to account for every source a household will draw on: Social Security, pensions, annuities, held-away retirement plans, rental income and business distributions alongside the custodied portfolio. Most of that never arrives through a custodial feed, so the picture has to be assembled deliberately — and kept current as circumstances change.

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