The latest news, views and updates from Lumiant

The client meeting is a critical component of the advisor-client relationship. It can make or break your advice firm. Great experiences can drive referrals, motivate clients to take action and provide them with the clarity and peace of mind that they want in their relationship. In this blog post, we take a look at how to create dynamic strategy-focused meetings with Key Advice Areas.

In our continuous effort to empower financial advisors, we're thrilled to announce two game-changing features.

In the changing financial planning and advice space, the importance of comprehensive, client-centric deliverables cannot be overstated.

Traditional approaches to financial advice are no longer sufficient. Clients now demand more transparency, and personalised services.

Our latest Lumiant update, we wanted to share what we’ve been reading in the industry and give you our perspective on some of the challenges