The latest news, views and updates in advice engagement

Use case: Personalize your client experience with Lumiant HALO

This short guide provides an overview of how to use Lumiant HALO to personalize your financial planning experience.

Whitepaper: The Science Behind Lumiant HALO

This whitepaper for financial advisors looks at how health and longevity planning can help personalize financial plans for clients.

"I’m not a life coach!"

This article explores the benefits of becoming a client advocate and how that can help improve your client experience to grow your firm.

Planners rate themselves more highly than clients do

According to research, planners rate themselves more highly than clients do. This article explores why & offers tips to financial advisors.

Anchor client satisfaction to life outcomes & break free from the co-dependency with markets

JD Power finds investor satisfaction with market performance. This article provides some tips for financial advisors looking to break free.

Episode 1: Into The Lumiverse

Dennis Moseley-Williams, Tom Frisby and Mark Akeroyd discuss the topical issues in financial planning in a vodcast - Into the Lumiverse