Announcements

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: How Structured Products Can Help Advisors Discuss Alternatives with Investors

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...

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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, announced they have signed an agreement with Morningstar, launching Canadian structured products data within Morningstar® Advisor WorkstationSM today. “Transparency is the key to unlocking suitability and a more comfortable investing...

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...

Nasdaq Fund Network, Luma, and Morningstar Team Up to Present New Innovations in Structured Product Capabilities

On Tuesday, June 14, the Nasdaq Fund Network (NFN), Luma Financial Technologies, and Morningstar hosted three panels to discuss how they are at the forefront...

Luma Financial Technologies adds R.J. O’Brien (MENA) Capital Limited to platform

12 July, 2022 – Luma Financial Technologies, the independent, multi-issuer structured products and annuities platform, has today announced that R.J....

Luma Financial Technologies Appoints Pablo Ortega as Head of LatAm Relationships

Market-Leading Fintech Strengthens LatAm Presence with Latest Hiring of Citi Veteran Cincinnati, OH, June 30, 2022 – Luma Financial Technologies (“Luma”), the world’s top independent, multi-issuer structured products and annuities platform, announced today that Pablo Ortega has joined the company as Head of LatAm Relationships, based in Luma’s New York office.   Mr. Ortega...

Luma Financial Technologies adds LS Advisors to platform

This story is also available in French. June 13, 2022 – Luma Financial Technologies, the independent, multi-issuer structured products and annuities...

Yieldstreet Celebrates First Anniversary of Structured Notes with More Than $100 Million Sold and a New Partnership with Luma to Enhance Income and Growth Structured Note Offerings

Yieldstreet, a leading digital alternative investment platform, today announced its new partnership with Luma Financial Technologies, an award-winning global multi-issuer technology platform for market-linked investments. Through this partnership, Yieldstreet will empower investors on its platform to more effectively and strategically invest in its Structured Notes Portfolios. They have the...

Luma Financial Technologies Announces Latest Partnerships Bolstering Platforms Annuity Solution

Luma Financial Technologies (“Luma”), the world’s top independent multi-issuer annuities and structured products platform, is proud to announce the many new firms partnering to use the Luma platform. Over the past year, Luma has added many independent and bank broker / dealers, IMOs, multiple insurance carriers, and several new product features to the platform,...