The latest news, views and updates in advice engagement

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

Whitepaper: Marketing Strategy - How to get it right

A third of clients switched wealth managers for a better experience

From The Clouds To The Street

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

Time-Starved U.S. Financial Advisors Considering Alternative Options, J.D. Power Finds

"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

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

How Surveys fits in your Lumiant-enhanced financial planning experience

This is not the proposition you’re looking for

2. Asking Great Questions is a Superpower

Goals Shift. Values Persist.

Why your tech stack could be disengaging your clients

What can we expect from financial advice in 2023?