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Into the Lumiverse

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Whitepapers

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Thought Leadership

The latest news, views and updates in advice engagement

Use Case: Transforming client relationships with values-based financial planning

Revolutionising Client Proposals: The Power of a Comprehensive, Client-Focused Terms of Engagement

Sneak Peak: Lumiant to hero client wellbeing with enhanced dashboard

The Game of M.A.S.H.

Into the Lumiverse Episode 4: Training for Experiences

You don’t retire on your money - you retire on your memories

New research continues to stress the importance of defining your best life for retirement success

Into the Lumiverse Episode 3

From The Clouds To The Street

Episode 2: Into The Lumiverse - Healthy. Wealthy. Wise.

Key Advice Areas - You asked. We listened.

"I’m not a life coach!"

Planners rate themselves more highly than clients do

Anchor client satisfaction to life outcomes & break free from the co-dependency with markets

Episode 1: Into The Lumiverse

Whitepaper: The Eight Dimensions of Wellbeing

Goals Shift. Values Persist.

Advisors leaving billions on the table by failing women but are new products the answer?

Our take on the 2022 RIA Benchmarking Study from Charles Schwab

Fighting Tech with Heart and Empathy