structuredVIEWS

Luma Financial Technologies signs Finanzlab to platform

This story is available in both French and German. 30 June, 2021 – Luma Financial Technologies, an independent, multi-issuer structured products and annuities platform, announced today that leading specialist structured product firm Finanzlab has selected to join the platform. The move will enable Finanzlab, which specialises in the design, selection and brokerage of custom...

Luma Featured in Retirement Income Journal: Annuity Sales and Annuity Maintenance Platform

As featured in Retirement Income Journal, the Luma platform has expanded its services to include annuity offerings and distribution, allowing financial professionals the ability to efficiently and effectively transact in the marketplace. Luma’s full-service annuity sales and annuity maintenance platform provides end-to-end service, streamlining the entire sales process from one centralized...

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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...

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...

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...

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, announced today that they have selected Insurance Technologies, LLC., provider of FireLight®,  a multi-carrier end-to-end insurance and retirement sales platform, as its latest partner to bring their annuities solution, “Luma...

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...