The latest news, views and updates in advice engagement

Whitepaper: Marketing Strategy - How to get it right

Empowering women to find their identity

Delivering More Personalized Advice with Lumiant HALO

A third of clients switched wealth managers for a better experience

From The Clouds To The Street

Episode 2: Into The Lumiverse - Healthy. Wealthy. Wise.

Introducing client segmentation: a new setting to deliver different experiences to different clients

Time-Starved U.S. Financial Advisors Considering Alternative Options, J.D. Power Finds

Use Case: Expand household relationships with Lumiant HALO

Use case: Personalize your client experience with Lumiant HALO

Whitepaper: The Science Behind Lumiant HALO

"I’m not a life coach!"

Planners rate themselves more highly than clients do

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

Episode 1: Into The Lumiverse

Whitepaper: The Eight Dimensions of Wellbeing

The Transformational Advice Experience for Your Clients and Your Firm

How Surveys fits in your Lumiant-enhanced financial planning experience

This is not the proposition you’re looking for

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