The latest news, views and updates in advice engagement

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

2. Asking Great Questions is a Superpower

Whitepaper: Engage the Disengaged

Goals Shift. Values Persist.

Innovative Wealth Solutions: How values can help align a couple

Enhancing the Your Life and Your Values user experience

Why your tech stack could be disengaging your clients

Lumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience

What can we expect from financial advice in 2023?

Advisors leaving billions on the table by failing women but are new products the answer?

Lumiant Live Season 1 Recap: Top 10 Traits of Values-Based Advice Pros

Lumiant is recognized for solving an industry problem in WealthTech 100

Lumiant wins Good Design Award as it Reimagines Advice Experience

Fighting Tech with Heart and Empathy