Author: Chris Olson

Luma Financial Technologies introduces white labelling service for European clients

October, 11 2021 – Luma Financial Technologies (“Luma”), the world’s top independent and most objective multi-issuer structured products and annuities platform, today announces the introduction of a white labelling service for European clients. The move will allow Luma’s growing number of European buyside clients to white label the platform under their own branding while enabling…

Luma Financial Technologies Enhances Platform with ‘Luma Compare’

Luma’s completely objective platform is increasing transparency across products with an advanced tool to compare a diverse range of annuity and structured products for client use. Cincinnati, OH, October 5, 2021 – Luma Financial Technologies (“Luma”), the world’s top independent and most objective, multi-issuer structured products and annuities platform, is pleased to announce their new product comparison…

Luma Financial Technologies Enhances Market-Leading Platform with API Pricing Feature

Luma’s latest development allows for a more rapid and thorough price discovery of customized structured products Cincinnati, OH, September 28, 2021 – Luma Financial Technologies (“Luma”), the world’s top independent and most objective, multi-issuer structured products and annuities platform, is pleased to announce the latest enhancement to the Luma platform, API technology for automated pricing…

Suitability Made Simple: Luma’s Annuity Compliance Software

Advisors and regulatory leaders want to do what is in the best interest of their clients to help them meet or exceed their financial goals and expectations. While best interest concerns have impacted the entire industry, the annuity category has experienced additional challenges due to the increasing diversity and quantity of these types of financial…

Luma Financial Technologies Introduces Latest Annuity Feature: Luma Compare

Luma’s completely objective platform now offers advisors an advanced tool to provide instant price discovery and test of a diverse range of annuity products for client use Cincinnati, OH, August 31, 2021 – Luma Financial Technologies (“Luma”), the world’s top independent and most objective, multi-issuer structured products and annuities platform, is pleased to announce the…

Creation Hub: YOUR Competitive Advantage

Recently, our CEO, Tim Bonacci, discussed how record-breaking athletes on the global stage have embraced technology and innovation to scale their performance. There is no question that technology and innovation have become central aspects of driving athletes in their training and preparation, ultimately leading to their success. By embracing technology, athletes are proving to be…

What do Record Breakers and Top Financial Advisors Have in Common?

As we watch athletes compete on the global stage, it’s hard not to be amazed at the record-breaking performances. How is it that year after year, athletes continue to improve upon records that seemed insurmountable just a decade ago? There’s no doubt that arduous training and the science of nutrition play a big part. But…

Annuity Q & A, featuring Keith Burger

You recently joined Luma after two decades of distributing annuities at AIG. Can you tell us why you chose to make the leap from traditional insurance to fintech insurance? I am very passionate about the annuity industry and excited about the increased relevance of annuities as a growing number of savers prepare for and enter…

Luma Financial Technologies adds Dynamic Capital Group to platform

27 July, 2021 – Luma Financial Technologies, an independent, multi-issuer structured products and annuities platform, has today announced that structured product issuer Dynamic Capital Group AG has selected to join the platform. Dynamic Capital Group is a specialist issuer of Structured Products, especially Actively Managed Certificates (AMC’s), Tracking Certificates and Credit Linked Notes (CLN’s), providing access…

Luma Financial Technologies Continues Substantial Growth with Appointment of Ron Bezoza as Head of Investment Solutions

Former Morgan Stanley & Goldman Sachs Veteran Will Lead Luma’s Business Development Efforts in the SMA Market Cincinnati, OH, July 20, 2021 – Luma Financial Technologies (“Luma”), the world’s top independent and most objective, multi-issuer structured products and annuities platform, announced today that Ron Bezoza has joined the company as Managing Director, Head of Investment…