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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...
Downside Protection in a Bear Market
As 2022 has shown, if there’s one thing we can be certain of, it’s uncertainty. Unanimous among the international collective of economic strategists,...
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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...
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...
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 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,...