Oct 63 minPress ReleasesLumiant Launches The Academy to Help Upskill the Industry in Values-Based Advice
Sep 192 minPress ReleasesAdvice Engagement Platform Lumiant Announces Partnership with Concourse Financial Group Securities
Jul 222 minModule UpdatesIntroducing client segmentation: a new setting to deliver different experiences to different clients
Apr 264 minPress ReleasesLumiant acquires Genivity to guide clients on lifestyle, longevity, and legacy choices
Mar 273 minPress ReleasesAdvice Engagement Platform Lumiant Announces $3.5M USD to Develop Mobile App
Jan 242 minPress ReleasesLumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience
Jan 172 minPress ReleasesLumiant integrates with Xplan to better connect front and back office for advice firms
Dec 6, 20223 minPress ReleasesFinancial Advisor & Divorce Financial Expert Michelle Smith Levels-Up Client Experience with Lumiant
Jun 1, 20222 minPress ReleasesSavant Wealth Management invests $3M in advice engagement platform Lumiant
Apr 22, 20221 minPress ReleasesLumiant is recognized for solving an industry problem in WealthTech 100
