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May 13, 2021

In the next few years, we will see an exponential increase in the number of Baby Boomers retiring from the workforce. One question on the mind of millions is whether or not they will have enough money to retire, and retire in the way they've always imagined. And how do you know what the magic amount is? 

Rhian Horgan,...

May 6, 2021

In this episode, Tim Bonacci, CEO of Luma Financial Technologies joins us to discuss the use of technology in the acceleration of the advisory journey.  

Listen to learn how Tim and his team are working to improve and change the industry. 

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