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Could Structured Products Become The New Exchange Traded Fund (ETF)?
David Wood is the Managing Director of Luma Financial Technologies International Business and was recently featured in Wealth Briefing. We’ve included parts of the article below, but for the full story, please click here. What parallels are there between exchange traded funds (ETFs) – particularly those which adopt more specialist garbs – and structured...
Technology Driving Structured Product Growth in Latin America
Q&A with Fernando Bambach, Latin America Account Manager at Luma Financial Technologies Luma’s Latin America Account Manager Fernando Bambach established...
Luma Partners with Insurance Technologies to Bring Annuities Solution to Market
Cincinnati, OH, February 23, 2021 – Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform,...
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How Luma’s Technology Drives Structured Product Innovations
Fintech is the convergence of finance and technology, where cutting-edge, innovative solutions are created. The impact of technology on the world of finance is undeniable. From making basic transactions to regulation and compliance management to automating entire workflows, technology is changing all aspects of finance. With that in mind, we built Luma to make...
Seven Ways Fintech Simplifies Structured Products
Structured products, by nature, are complex, but with the help of fintech platforms, identifying the right structured products and managing them for your...
Luma Financial Technologies Appoints Fernando Concha Bambach as Key Account Manager for Latin America
Structured Solutions Expert to Spearhead Latin America Expansion Cincinnati, OH, August 11, 2020 – Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that Fernando Concha Bambach has joined the firm as Key Account Manager for Latin America. He reports directly to Tim Bonacci, President and Chief Executive...
Luma Financial Technologies Appoints John R. Charles as Director of Annuity Products
Firm Taps Annuity Specialist to Drive Growth, Distribution as Structured Products Platform Sees Robust Demand Cincinnati, OH, August 4 2020 – Luma Financial...
Tracking Post-Sales Events with Luma
Tracking important performance data about structured products used to be a complicated and time-consuming endeavor, in large part due to the process relying so heavily on manual information management. Chasing down all of the pertinent data could be time prohibitive to the point that many advisors hesitated to incorporate this class of financial instruments...
How Financial Advisors Can Elevate their Investments Business with Fintech from Home
During this time of uncertainty, advisors are continuing to seek new ways to ease anxiety and elevate their exceptional value-add services for clients. While...
COO Q&A: How Fintech Is Transforming the Structured Product Marketplace
Fintech is a rapidly evolving field. With buzzwords such as disruption and innovation everywhere, combined with new product launches, it can be hard to discern what is actually innovative and what is just extra noise. In this post, we talked to Luma Financial Technologies COO Donald Pogan about how platforms truly transform the structured...
Structured Product Platforms to Execute 50% of Transactions, Predicts Luma’s CEO Tim Bonacci
As discussed in a recent publication from Risk.net, 5-10% of the US structured products market transactions occur on electronic platforms. However, Tim...