Luma Financial Technologies

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Industry insights on wealth management innovation, technology, and strategies for financial professionals.

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Stress-Test Your Structured Product Portfolio Before the Market Moves

July 1, 2026

Luma Financial Technologies and TD Securities

Luma Financial Technologies and TD Securities to Bring Enhanced Structured Products Management to Canadian Investment Professionals

June 25, 2026

Built for Outcomes - Bryan Thompson Luma Financial Technologies

Built for Outcomes: Meet Bryan Thompson, Chief Information Security Officer at Luma Financial Technologies

June 24, 2026

Payoff Profiles vs Product Labels: The New Logic Driving Decisions on Structured Investing

June 15, 2026

Luma Financial Technologies Launches a First-of-Its-Kind Life Insurance Operating System

Luma Financial Technologies Launches a First-of-Its-Kind Life Insurance Operating System, Teams With iPipeline to Deliver Complete End-to-End Experience

April 16, 2026

Luma Financial Technologies to Power InspereX Structured Note Distribution for RIAs

December 3, 2025