2 days ago5 min readThought LeadershipAdvisors winning business from other firms due to a lack of communication
Oct 3, 20244 min readCustomer Case StudiesUse Case: Transforming client relationships with values-based financial planning
Aug 29, 20244 min readCustomer Case StudiesUse Case: Improving the management and engagement of client review meetings
Jul 13, 20244 min readCustomer Case StudiesUse Case: Making longevity planning a unique selling point
Feb 14, 20242 min readModule UpdatesSneak Peak: Lumiant to hero client wellbeing with enhanced dashboard
Dec 14, 20234 min readThought LeadershipWant to create a VIP Advice Engagement Experience? Here’s how you can do it with Lumiant
Nov 28, 20234 min readThought LeadershipYou don’t retire on your money - you retire on your memories
Nov 22, 20236 min readThought LeadershipNew research continues to stress the importance of defining your best life for retirement success
Oct 6, 20233 min readPress ReleasesLumiant Launches The Academy to Help Upskill the Industry in Values-Based Advice
Sep 19, 20232 min readPress ReleasesAdvice Engagement Platform Lumiant Announces Partnership with Concourse Financial Group Securities
Aug 16, 20234 min readThought LeadershipA third of clients switched wealth managers for a better experience
Jul 22, 20232 min readModule UpdatesIntroducing client segmentation: a new setting to deliver different experiences to different clients