Apr 27, 20231 minWebinarsWebinar: Lumiant x GenivityWant to learn more about Lumiant's acquisition of Genivity? Join our webinar on 10th May 2023 to find out more.
Apr 26, 20234 minPress ReleasesLumiant acquires Genivity to guide clients on lifestyle, longevity, and legacy choicesLumiant acquires Genivity to support advisors in delivery personalized advice at scale.
Apr 14, 20235 minThought Leadership2. Asking Great Questions is a SuperpowerIn this blog, we address Brendan Frazier's second insight: Asking Great Questions is a Superpower
Apr 13, 20233 minModule UpdatesOur dashboard has a new look!Lumiant launches updates to its dashboard to make it easier for clients to see their progress towards their financial plan at a glance.
Apr 5, 20231 minWhitepapersWhitepaper: Engage the DisengagedRated 5 out of 5 stars.(1)Download our latest whitepaper to find out how you can better engage disengaged financial advice clients