Dec 7, 20222 minThought LeadershipDon’t be the next headline: Here are 5 tips to enhance your data security with LumiantFive tips to improve your data security with Lumiant
Nov 15, 20222 minPress ReleasesLumiant and LibertyFi Partner to Deliver Seamless, Fulfilling Client ExperienceFinancial planning software Lumiant has partnered with middle-office tech consultancy LibertyFi.
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.
Apr 22, 20221 minPress ReleasesLumiant is recognized for solving an industry problem in WealthTech 100The new WealthTech100 list for 2022 was launched this week by specialist research firm FinTech Global. The prestigious ranking recognizes...