Announcements
International Women’s Day, a Celebration by Luma and LIFT
In honor of International Women’s Day, we would like to introduce you to some of the women who power Luma. These female leaders’ diverse backgrounds and experiences contribute to the success of our mission to simplify alternative investments and empower advisors to deliver better client outcomes. Discover L.I.F.T. (Ladies In FinTech), powered by Luma....
Bringing Customization and Transparency to Structured Products
Luma’s superior technology makes customization and transparency a critical measure in structured product solutions. Technology is revolutionizing the way...
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...
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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...
Luma Financial Technologies Announces Latest Partnerships Bolstering Annuity Platform Solutions
As the year draws to a close, Luma continues to extend its value proposition. By adding a new group of independent and bank broker/dealer firms, IMOs, multiple insurance carriers, and several new product features to the platform, the Luma Annuities experience has been elevated for advisors across North America and beyond. Our latest partners...
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,...
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...
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...