LUMIANT

Financial planning

The national financial advice firm has announced a strategic partnership with Lumiant to build a cloud-based platform that would boost advice clients’ engagement and sati...

Expert Analysis

Financial advisers want to help their clients’ wellbeing and achieve their dreams but are struggling how to document their achievements, writes Santiago Burridge....

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Financial planning

The adviser software service has launched the ‘Your Life’ module to help advisers with the fact find process....

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Financial planning

Software is currently too focused on product sales and compliance, and advisers find it difficult to use it to conduct activities that connect with clients, according to ...

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Financial planning

Lumiant will delete all material related to its Confidence Questionnaire off its platform and will inform all clients of the breach....

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Financial planning

It intends to commence proceedings against Lumiant if certain terms are not met in a week, regarding copyright issues over a financial health questionnaire....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 4 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 5 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 1 day ago