Industry
Lifecycle Manager Maximizes Efficiency When Transacting Alternative Investments
Time is money. It’s a saying we’ve all heard many times. Largely, in part, because it’s true; now more than ever before. The speed at which information travels is critical, especially when market turbulence in one part of the world can trigger a ripple effect that travels across global markets in mere seconds. Manual...
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...
How Data Innovation Democratizes Structured Products
In the 30 years since structured products have been a part of the finance investment environment, they’ve faced an uphill battle to gain legitimacy as a feasible vehicle for use in client portfolios. A lot of this challenge was because, in the beginning, they were seen as being more exclusive than they were inclusive....
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...
The History of the Structured Products
Structured products began to stir up interest in the financial industry around 30 years ago, which is a relatively short amount of time compared to the other market-linked products advisors have relied on for devising portfolio allocation strategies. In the beginning, structured products were primarily used by advisors based in the UK, but after...
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,...
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...