Lumiant secures $5.2m seed funding
Lumiant has closed another seed funding round totaling $5.2 million amid plans to strengthen its US presence and build out a mobile advice solution.
Source: financialstandard.com.au
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Advice platform bags $3.5m in funding round
Funds will help the company continue its expansion across the US
Source: international-adviser.com
ifa Future Forum wrap: Are we entering the 'golden age' of advice?
Leading business coaches, thought leaders and advisers gathered to discuss the future of financial advice. ifa hosted its second Future Forum on Wednesday 16 November, bringing together advisers an
Source: ifa.com.au
Advisers don't need to be experts on ESG investing to work with clients
AS ESG awareness continues to rise, advisers need to adapt. While financial advisers should be savvy on ESG (environmental, sustainable and governance) investing, they don’t necessarily need to be
Source: ifa.com.au
Clients stick to adviser because of trust, not firm's brand
Advice firms are being called on to put more stock into their advisers. In a recent opinion piece published on ifa. Craig West - chief executive and founder of boutique consulting and advisory firm,
Source: ifa.com.au