Products
Q&A with Luma’s Director of Investment Solutions, Brady Beals
As Luma’s Director of Investment Solutions, you’ve had many conversations with advisors looking to incorporate alternatives such as structured notes into their client’s portfolio and asset allocation models. What are some questions you’re getting and how do you suggest advisors approach the use of alts in portfolio construction? We get a lot of questions...
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...
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...
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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...
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,...
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...
Yieldstreet Celebrates First Anniversary of Structured Notes with More Than $100 Million Sold and a New Partnership with Luma to Enhance Income and Growth Structured Note Offerings
Yieldstreet, a leading digital alternative investment platform, today announced its new partnership with Luma Financial Technologies, an award-winning global multi-issuer technology platform for market-linked investments. Through this partnership, Yieldstreet will empower investors on its platform to more effectively and strategically invest in its Structured Notes Portfolios. They have the...
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,...