LUMEN
Financial planning
The privately-owned adviser network has adopted data analytics software Lumen to help with compliance monitoring....
Funds management
Lumenary Investment Management has reduced the cash weighting on its Global Founders fund by more than half, having previously held more than 50% of the fund in cash....
People & Products
IRESS has integrated its data and analytics solution with XPLAN in response to fee-for-no-service concerns raised by the Banking Royal Commission. ...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...