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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. ....

Brent Brodeski , David Stephen , Invest Blue , Savant Wealth Management , Phil Pilgrim , Santiago Burridge ,

Advice platform bags $3.5m in funding round

Funds will help the company continue its expansion across the US ....

New South Wales , United States , New Zealand , Invest Blue , Phil Pilgrim ,

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 ....

Charter Hall , Stewart Bell , Stephen Prendeville , Graham Burnard , Antony Tolfts , Mark Weingarth , Greg Hansen , Forum On , Forte Asset Solutions , Future Forum , Asset Solutions , Elixir Consulting , Seeling Smith , Ignite Global , Audere Coaching , Implemented Portfolios , Phil Pilgrim ,

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 ....

Neil Griffiths , Capital Group , Implemented Portfolio , Phil Pilgrim , Oxford Risk , Don T ,

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, ....

Neil Griffiths , Craig West , Succession Plus , Phil Pilgrim , Implemented Portfolios , Adviser Innovation Summit ,