Aug 16, 20235 minThought LeadershipFrom The Clouds To The StreetThis article covers Brendan Frazier's insight "from the clouds to the street", with tips for advisors to bring financial plans to life
Jul 25, 20231 minThought LeadershipEpisode 2: Into The Lumiverse - Healthy. Wealthy. Wise.This month’s Into the Lumiverse looks at the concepts of health, wealth and wisdom as it relates to the financial advice experience.
Jul 22, 20232 minModule UpdatesIntroducing client segmentation: a new setting to deliver different experiences to different clientsFinancial planning software, Lumiant, has launched a new client segmentation feature that lets you customize & personalize your experience
Jul 22, 20232 minModule UpdatesKey Advice Areas - You asked. We listened.We only launched Key Advice Areas earlier this year, and following some great feedback from our customers, we’ve recently updated the...
Jul 22, 20232 minThought LeadershipTime-Starved U.S. Financial Advisors Considering Alternative Options, J.D. Power FindsNew research from J.D.Power says advisors don’t spend enough time with their clients. This article offers ideas on how to get time back.
Jul 22, 20231 minWhitepapersUse Case: Expand household relationships with Lumiant HALO This short guide provides an example workflow for how you can use Lumiant HALO to expand household relationships with the next generation.