top of page

The latest news, views and updates in advice engagement

Jul 134 min read

Customer Case Studies

Use Case: Making longevity planning a unique selling point

Apr 164 min read

Thought Leadership

How to Live to Zero

Aug 23, 20233 min read

Customer Case Studies

Win More Financial Planning Clients With Lumiant HALO

Aug 23, 20233 min read

Customer Case Studies

Delivering More Personalized Advice with Lumiant HALO

Aug 21, 20235 min read

Customer Case Studies

A Case Study with Telemus Capital: Grow your business with Lumiant HALO

Jul 22, 20231 min read

Use Case: Expand household relationships with Lumiant HALO

Jul 22, 20231 min read

Use case: Personalize your client experience with Lumiant HALO

Jul 22, 20231 min read

Whitepaper: The Science Behind Lumiant HALO

May 10, 20237 min read

Thought Leadership

The questions a lifestyle-influenced, longevity-optimized modeling tool answers

Apr 27, 20231 min read

Webinar: Lumiant x Genivity

Apr 26, 20234 min read

Lumiant acquires Genivity to guide clients on lifestyle, longevity, and legacy choices

bottom of page