structuredVIEWS

Luma Financial Technologies and Nasdaq Fund Network to Bring Structured Products to Their Global Distribution Network

First of its kind identifiers elevate transparency and accessibility; put structured products on same playing field as staple investment vehicles Cincinnati, OH, June 6, 2022 — Luma Financial Technologies (“Luma”), the world’s top independent multi-issuer structured products and annuities platform, today announced an agreement with the Nasdaq Fund Network, a global investment product information service…

Nasdaq Fund Network, Luma, and Morningstar Team Up to Present New Innovations in Structured Product Capabilities

On Tuesday, June 14, the Nasdaq Fund Network (NFN), Luma Financial Technologies, and Morningstar hosted three panels to discuss how they are at the forefront of introducing new technological and analytical features that improve structured product growth and adoption, increase transparency, and revolutionize the way in which financial professionals transact these types of financial...

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Luma Financial Technologies adds R.J. O’Brien (MENA) Capital Limited to platform

12 July, 2022 – Luma Financial Technologies, the independent, multi-issuer structured products and annuities platform, has today announced that R.J. O’Brien (MENA) Capital Limited (RJO MENA), an affiliate of R.J. O’Brien & Associates (RJO), has selected to join the platform. RJO is the oldest and largest independent futures brokerage and clearing firm in the...

Luma Financial Technologies Appoints Pablo Ortega as Head of LatAm Relationships

Market-Leading Fintech Strengthens LatAm Presence with Latest Hiring of Citi Veteran Cincinnati, OH, June 30, 2022 – Luma Financial Technologies...

Luma Financial Technologies adds LS Advisors to platform

This story is also available in French. June 13, 2022 – Luma Financial Technologies, the independent, multi-issuer structured products and annuities platform, has today announced that Paris-based investment advisory firm LS Advisors has selected to join the platform. The firm, founded in in 2006, offers bespoke structured product solutions to independent wealth managers in...

Yieldstreet Celebrates First Anniversary of Structured Notes with More Than $100 Million Sold and a New Partnership with Luma to Enhance Income and Growth Structured Note Offerings

Yieldstreet, a leading digital alternative investment platform, today announced its new partnership with Luma Financial Technologies, an award-winning...

Luma Financial Technologies Announces Latest Partnerships Bolstering Platforms Annuity Solution

Luma Financial Technologies (“Luma”), the world’s top independent multi-issuer annuities and structured products platform, is proud to announce the many new firms partnering to use the Luma platform. Over the past year, Luma has added many independent and bank broker / dealers, IMOs, multiple insurance carriers, and several new product features to the platform,...

Luma and Morningstar: A Video Explainer from Morningstar’s Investment Conference

At Luma, we are providing greater transparency and awareness to structured notes, the benefits of these products, as well as streamlining their accessibility....

Luma Financial Technologies Appoints Rafael Salvatierra as Head of Americas

Leading Structured Product Fintech Platform Continues to Bolster Executive Leadership Team with Addition of Former Bank of America Merrill Lynch Veteran...

Luma Financial Technologies Confirms Funding from TD Bank Group and CIBC to Streamline Access to Structured Product Marketplace

Entrance into Canadian Market Is Latest Expansion Move for Global Fintech Revolutionizing Alternative Investment Universe CINCINNATI, OH, May 11, 2022 – Luma Financial Technologies (“Luma”), an independent and objective, multi-issuer structured products and annuities platform, today announced its funding deals with the wholesale banking division of The Toronto-Dominion Bank and CIBC....

Market-Linked Investments: Luma’s Mission to Education and Transparency

Market-linked investments advisors elevate their services by providing additional risk-managed solutions to their clients. While the industry...

Luma Financial Technologies Teams Up with Morningstar to Bring Structured Product Data and Analytics to Morningstar Advisor Workstation Subscribers

Cincinnati, OH, March 3, 2022 — Luma Financial Technologies (“Luma”), the world’s top independent multi-issuer structured products and annuities platform, announced they have signed an agreement with Morningstar, Inc., launching structured products data and analytics within Morningstar Advisor WorkstationSM today. “We’re delighted to offer Morningstar Advisor Workstation...