Nov 10, 20222 minThought LeadershipAdvisors leaving billions on the table by failing women but are new products the answer?Lumiant’s response to a new study published by Bonn, Wealth Management: Building a Winning Client Experience for Women. A report...
Sep 19, 20221 minThought LeadershipLumiant Live Season 1 Recap: Top 10 Traits of Values-Based Advice ProsWith season one of Lumiant Live now over, Mark Akeroyd recaps the top 10 traits of values-based financial advice professionals.
Sep 12, 20222 minPress ReleasesRic Edelman Invests in LumiantRic Edelman invests in Lumiant and supports its mission to help advisors empower their clients to live their best lives confide
Aug 8, 20224 minThought LeadershipOur take on the 2022 RIA Benchmarking Study from Charles SchwabCharles Schwab released its annual RIA Benchmarking Study, highlighting the success factors and challenges for RIAs. Here's our take.
Jun 1, 20222 minPress ReleasesSavant Wealth Management invests $3M in advice engagement platform LumiantStrategic partnership with Savant Wealth Management will power Lumiant’s rapid expansion in the United States