structuredVIEWS

Fintech: Learning from the Past to Look into the Future

Throughout history, technical innovations have simplified tasks that were once inefficient and time-consuming. The breadth and diversity of such innovation is a testament to human imagination and creativity. Who hasn’t marveled at the thought of self-driving cars, a house that responds to your voice and robots that can fetch things for you? Oh wait, these are all things we can do today! Maybe...

Stephen Bodurtha Joins Luma Financial Technologies’ Board of Directors

CINCINNATI, OH, April 16, 2019 –  Luma Financial Technologies announced today that Stephen Bodurtha, an investment product pioneer and...

From Airlines to Fintech, Innovation through Transformation

Does innovation have to be transformative? Is it always disruptive? In an interview with InvestmentNews, our CEO and founder, Tim Bonacci draws upon learnings...

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How Financial Advisors Are Growing Their Business Through Social Media

With the rise of digital marketing and social media successes within the advisory landscape, many financial advisors are changing their strategy when it comes...

Automated Post-Sales Performance Reports Make Life Easier

Pulling up performance data for structured products is usually more time-intensive than other types of investments due to their complex nature. Manually managing this process can be time-consuming. There is a clear need for a better way to do this.

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How to Improve Suitability Measures with Financial Technology

Picture Tom, product manager for a large broker-dealer. Tom has his annual cycle exam in a couple of days. He understands how his orders have been approved and...

3 Reasons Why Wholesaler Value Could Increase

Reverse inquiries are an excellent area for wholesalers to provide value. However, the current way most wholesalers facilitate reverse inquiries is very time-consuming and subject to human error because it is based on manual tracking and email communication. On top of that, there are the differing compliance requirements to adhere to for each broker-dealer,...

Custom Structure Creation and Pricing Automation Explained

Despite the inherently complex nature of structured products, firms still surprisingly rely on emails and spreadsheets to manually manage the custom structure...

Luma Launches Product Creation Tool to Automate Custom Structure Pricing

Luma has launched its Product Creation Tool that automates the bidding and pricing process for customer structures.  Read the full press release...

Why Financial Technology Empowers – Not Eliminates – Advisors

For some time now, investment management professionals have been concerned with technology's impact on the number of financial investment advisors. This concern was initially triggered by the wave of...

4 Reasons Custom Structure Pricing Needs to Be Automated

For all the complexity and sophistication of structured products, the creation and pricing of custom structures in the U.S. remains a very manual activity and...