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Lumiant chief steps down

Published: September 6, 2023

Lumiant's co-founder and chief executive has stepped down from day-to-day responsibilities to take a career break.

Source: financialstandard.com.au

Related Topics:

Ric EdelmanBlake WoodChris DadejSavant Wealth ManagementTreysta WealthImplemented PortfoliosMerchant Wealth Partners Australia

April 2023 Riskalyze Fintech Five

Published: May 5, 2023

Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.

Source: wealthmanagement.com

Related Topics:

United StatesAaron KleinTricia RothschildSamantha RussellChris DadejJason WenkDavid KleinhandlerMichael BatnickDavid BarnardCody FosterOpto Forms An Advisory CouncilShareholders Service GroupAlliance BernsteinRiskalyze Fintech FiveStartup Lumiant RaisesInvest BlueSavant WealthSantiago BurridgeOpto InvestmentsRitholtz Wealth ManagementDynasty Financial PartnersSouth FloridaBecomes SomethingRobert SofiaWe Re Winding Down The Fintech

Lumiant Enters U.S. Market with Values-Based Financial Life Advice Platform

Published: May 17, 2022

CHICAGO--(BUSINESS WIRE)--May 17, 2022--

Source: wsiltv.com

Related Topics:

United StatesMonte CarloGavin SpitznerBlake WoodChris DadejUniversity Of KansasLumiant CoSantiago BurridgeChief TechnologyChief ProductFintech GlobalWealth Consulting PartnersSenior Vice PresidentBest LifeBusiness Wire