Announcements
Luma Honored with Prestigious SRP Americas 2023 ‘Best Multi-Issuer Platform’ Award
We are excited to announce that Luma has been honored with the prestigious SRP Americas 2023 ‘Best Multi-Issuer Platform’ award. This recognition underscores our commitment to technological innovation, exceptional trade execution, and the creation of a cutting-edge user interface, within the realm of structured products and annuities, as part of the broader capital market...
Top Posts
Luma Honored with Prestigious SRP Americas 2023 ‘Best Multi-Issuer Platform’ Award
Posted on Sep 28, 2023
Nasdaq Trade Talks: Why It’s Important to Differentiate Cap-Alts From the Broader Alternatives Universe
Posted on Jul 17, 2023
Using technology to drive better access to capital market alternatives
Posted on Jul 06, 2023
Using technology to drive better access to capital market alternatives
When most people think about structured products within the capital market alternatives space, they tend to think about those linked to equities. Capital market alternatives, or Cap-Alts, are investment strategies or asset classes that provide investors with exposure to non-traditional pay-off opportunities. As one of the first solutions of the kind, structured products were...
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Luma Financial Technologies adds BNP Paribas to platform
June 13, 2023 – Luma Financial Technologies, the independent, multi-issuer structured products and annuities platform, has announced today that BNP...
Luma Financial Technologies and SpiderRock Advisors Partner to Offer Structured Note Replication Strategies
CINCINNATI, OH, and CHICAGO, June 6, 2023 – Luma Financial Technologies (“Luma”), an award-winning global independent alternative investment platform, and SpiderRock Advisors (“SpiderRock”), a leading provider of customized options strategies in the U.S. wealth market, today announced a partnership to provide advisors with direct access to structured note replication strategies via...
Q&A with Luma’s Director of Investment Solutions, Brady Beals
As Luma’s Director of Investment Solutions, you’ve had many conversations with advisors looking to incorporate alternatives such as structured...
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...
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 financial advisors across the world are discovering, comparing, creating, purchasing, managing, and tracking structured notes to grow their book of business. As the capabilities of fintech platforms open up a new world of possibilities to...
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...
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,...