Luma Appoints Annuity Industry Leader Keith Burger as Director of National Sales
Former AIG National Sales Manager Brings Over Two Decades of Experience in Annuity Distribution Cincinnati, OH, June 15 2021 – Luma Financial Technologies (“Luma”), an independent, market leading multi-issuer structured products and annuities platform, announced today that annuity industry veteran, Keith Burger, has joined the company as National Sales Director for Annuities. Mr. Burger will…
Could Structured Products Become The New Exchange Traded Fund (ETF)?
David Wood is the Managing Director of Luma Financial Technologies International Business and was recently featured in Wealth Briefing. We’ve included parts of the article below, but for the full story, please click here. What parallels are there between exchange traded funds (ETFs) – particularly those which adopt more specialist garbs – and structured...
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Technology Driving Structured Product Growth in Latin America
Q&A with Fernando Bambach, Latin America Account Manager at Luma Financial Technologies Luma’s Latin America Account Manager Fernando Bambach established...
Nassau Financial Group Podcast: Using Technology to Accelerate the Advisor Journey
Luma’s Founder and CEO, Tim Bonacci, met with Paul Tyler and Laura Haber on the Nassau Financial Group podcast to discuss how technology is helping the advisor universe to better serve their clients, as well as Luma’s evolution into a market leading financial technology platform on a global scale. Tim recalls his own experience in the...
Conversations with CANNEX Financial Exchanges: Q&A Series
We are delighted to be part of the Conversations with Cannex Financial Exchanges video series where we discuss how technology empowers financial...
Luma Selects CANNEX to Enhance Annuity Offering
CANNEX Pricing and Analytic Features Provide Luma Users with Unmatched Annuity Transparency Cincinnati, OH, April 14, 2021 – Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that they have selected CANNEX as their latest partner to facilitate the efficient and accurate exchange of pricing and analytics for annuity...
Leading US structured products fintech Luma expands European presence with senior hire
April 6, 2021 – Luma Financial Technologies (“Luma”), the largest independent, multi-issuer structured products platform in the US, is expanding its presence in Europe with the hire of Konstantinos Pampoukidis from Leonteq Securities. Konstantinos joins Luma’s business development team in Zurich, where the platform recently opened its first European office. He will report directly...
Luma Partners with Insurance Technologies to Bring Annuities Solution to Market
Cincinnati, OH, February 23, 2021 – Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform,...
Luma Financial Technologies Signs Credicorp Capital
Top Structured Product and Annuities Platform Continues to Expand Its Presence in Latin America Cincinnati, OH, February 16, 2021 – Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that Credicorp Capital, a leading financial firm located throughout Latin America with a strong presence in Peru, Chile, Colombia, and...
Leading US Structured Products Fintech Luma Expands into Europe with Swiss Office
January 12, 2021 – Luma Financial Technologies (“Luma”), the largest independent, multi-issuer structured products platform in the US, is launching...
How Luma’s Technology Drives Structured Product Innovations
Fintech is the convergence of finance and technology, where cutting-edge, innovative solutions are created. The impact of technology on the world of finance is undeniable. From making basic transactions to regulation and compliance management to automating entire workflows, technology is changing all aspects of finance. With that in mind, we built Luma to make...
Seven Ways Fintech Simplifies Structured Products
Structured products, by nature, are complex, but with the help of fintech platforms, identifying the right structured products and managing them for your...