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Showing 1 - 4 of 4 results for "Lumiant"

Lumiant launches fact find module

ANNABELLE DICKSON  |  TUESDAY, 27 JUL 2021
Lumiant has launched a free module for its adviser customers to enhance its fact find process by including a survey to understand clients' ideal outcomes. The Your Life module includes statements based around Lumiant's eight dimensions of wellbeing ...

Fintechs settle legal stoush

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
Astute Wealth Advice and Lumiant have reached an agreement to settle an alleged copyright breach. According to AstuteWheel managing director Hans Egger, Lumiant has agreed to a number of actions set out in the Cease and Desist letter sent earlier this ...

Astute Wealth alleges copyright breach

KARREN VERGARA  |  TUESDAY, 13 JUL 2021
... off its proprietary questionnaire and has been forced to legal take action. Astute served a Cease and Desist letter to Lumiant, alleging that it breached "substantial copyright" with respect to its financial planning client engagement platform AstuteWheel. ...

Lumiant raises capital, adds to board

KARREN VERGARA  |  WEDNESDAY, 23 JUN 2021
Fintech Lumiant is seeking more funding as it adds the expertise of two financial advice executives to its board. Jeff Hall will join the Lumiant board as a director after finishing up as chief operating officer of Midwinter in April. Hall's new role ...
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