How Structured Products Provide Indirect Access to an Underlying Asset
If you’ve been looking to promote portfolio diversity and have been curious about exploring the possibilities offered by the relatively obscure investment branch known as alternatives, you’re not alone. While many of them, especially structured products (which we’ll focus on here), may seem complex and can deter the casual investor, the reality is that...
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Morningstar Launches Annuity Intelligence Center within Morningstar Advisor Workstation, Powered by Luma Financial Technologies
The new platform runs on Luma’s innovative annuity technology and streamlines the annuity selection process for advisors CHICAGO, Dec. 13, 2022...
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Downside Protection in a Bear Market
As 2022 has shown, if there’s one thing we can be certain of, it’s uncertainty. Unanimous among the international collective of economic strategists,...
How Data Innovation Democratizes Structured Products
In the 30 years since structured products have been a part of the finance investment environment, they’ve faced an uphill battle to gain legitimacy as a...
Featured on Nasdaq Trade Talks: How Advisors Can Introduce Alternative Investments
Luma’s President & CEO Tim Bonacci joins Jill Malandrino on Nasdaq TradeTalks to discuss how advisors can introduce alternative investments to their...
The History of the Structured Products
Structured products began to stir up interest in the financial industry around 30 years ago, which is a relatively short amount of time compared to the other market-linked products advisors have relied on for devising portfolio allocation strategies. In the beginning, structured products were primarily used by advisors based in the UK, but after...
Start With What You Know: Structured Product Information Hub for Advisors
The global market is pushed and pulled by so many factors these days that investors have a difficult time knowing what to rely on for the safety and security of their financial future. A new Prime Minister that sends national currency plummeting. A pandemic that prompts massive layoffs and freezes business growth. An unprecedented...
Luma Financial Technologies Broadens Relationship with Morningstar to Bring Canadian Structured Products Data to Morningstar Advisor Workstation Subscribers
Cincinnati, OH, September 29, 2022 — Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform,...
Luma Financial Technologies Teams Up with MSCI to Provide Users with Enhanced Product Transparency and Access to Global Indexes
Leading Fintech Platform Now Provides Entry to a Substantial Pool of Tradable MSCI Equity Indexes Cincinnati, OH – September 27, 2022 — Luma Financial...
Paper vs. Electronic: Putting Your Annuity Transactions on the Fast(er) Track
While it could be said that the paths of paper transactions and electronic transactions lead to the same destination, it can also be said that one is vastly quicker than the other. In the world of financial turmoil and market volatility, speed is often of the essence. Much like vinyl records, paper transactions do...