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The latest news, views and updates from Lumiant
Into the Lumiverse Episode 4: Training for Experiences
In this episode of Into the Lumiverse, Tom Frisby and Mark Akeroyd discuss requirements for financial advice firms staging experiences.
Jan 16, 20245 min read
Episode 1: Into The Lumiverse
Dennis Moseley-Williams, Tom Frisby and Mark Akeroyd discuss the topical issues in financial planning in a vodcast - Into the Lumiverse
Jun 22, 20231 min read
This is not the proposition you’re looking for
Why Statistical evidence for values-based advice is a red herring.
May 4, 20235 min read
Goals Shift. Values Persist.
How to maximize Brendan's Frazier's 10 insights to master the human side of advice. In this post, we discuss his first insight.
Mar 31, 20234 min read
What can we expect from financial advice in 2023?
Lumiant's predictions for the financial advice industry in 2023
Jan 1, 20234 min read
Advisors leaving billions on the table by failing women but are new products the answer?
Lumiant’s response to a new study published by Bonn, Wealth Management: Building a Winning Client Experience for Women. A report...
Nov 10, 20222 min read
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