The latest news, views and updates in advice engagement

Win More Financial Planning Clients With Lumiant HALO

Delivering More Personalized Advice with Lumiant HALO

A Case Study with Telemus Capital: Grow your business with Lumiant HALO

A third of clients switched wealth managers for a better experience

Key Advice Areas - You asked. We listened.

The Transformational Advice Experience for Your Clients and Your Firm

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

Webinar: Lumiant x Genivity

Lumiant acquires Genivity to guide clients on lifestyle, longevity, and legacy choices

Our dashboard has a new look!

Enhancing the Your Life and Your Values user experience

Why your tech stack could be disengaging your clients

Lumiant integrates with Xplan to better connect front and back office for advice firms

What can we expect from financial advice in 2023?

Don’t be the next headline: Here are 5 tips to enhance your data security with Lumiant

Lumiant and LibertyFi Partner to Deliver Seamless, Fulfilling Client Experience

Ric Edelman Invests in Lumiant

Our take on the 2022 RIA Benchmarking Study from Charles Schwab

Lumiant is recognized for solving an industry problem in WealthTech 100

Lumiant wins Good Design Award as it Reimagines Advice Experience