Platform

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....

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...

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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...

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 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 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,...

Luma Financial Technologies and Nasdaq Fund Network to Bring Structured Products to Their Global Distribution Network

First of its kind identifiers elevate transparency and accessibility; put structured products on same playing field as staple investment vehicles Cincinnati,...

Luma and Morningstar: A Video Explainer from Morningstar’s Investment Conference

At Luma, we are providing greater transparency and awareness to structured notes, the benefits of these products, as well as streamlining their accessibility....

Luma Financial Technologies Appoints Rafael Salvatierra as Head of Americas

Leading Structured Product Fintech Platform Continues to Bolster Executive Leadership Team with Addition of Former Bank of America Merrill Lynch Veteran Cincinnati, OH, May 19, 2022 – Luma Financial Technologies (“Luma”), the world’s top independent, multi-issuer structured products and annuities platform, announced today that industry veteran Rafael Salvatierra has joined the company as...

Luma Financial Technologies Confirms Funding from TD Bank Group and CIBC to Streamline Access to Structured Product Marketplace

Entrance into Canadian Market Is Latest Expansion Move for Global Fintech Revolutionizing Alternative Investment Universe CINCINNATI, OH, May 11, 2022 – Luma...