4 days ago4 minThought LeadershipHow to Live to ZeroThere's lots of attention being given to the Die with Zero approach to retirement planning. This article explores the idea of living to zero
Mar 153 minModule UpdatesLumiant Product Update: Enhancing the User Experience for Financial Advice ProfessionalsLumiant announces several updates to its financial planning software to improve the UI, streamline workflows & maximize efficiency.
Feb 132 minModule UpdatesSneak Peak: Lumiant to hero client wellbeing with enhanced dashboardLumiant to hero client wellbeing with an enhanced dashboard that brings to life the value of financial advice for clients.
Feb 133 minThought LeadershipThe Game of M.A.S.H.In this article, Blake Wood discusses how the game of M.A.S.H. and its framework could be used to improve the financial advice experience.
Jan 165 minThought LeadershipInto the Lumiverse Episode 4: Training for ExperiencesIn this episode of Into the Lumiverse, Tom Frisby and Mark Akeroyd discuss requirements for financial advice firms staging experiences.
Jan 42 minModule UpdatesNet Worth gets a power boost based on customer feedbackLumiant has updated its Net Worth module to help advisors better see a household's total net worth. Here is what's new.