Products

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 of introducing new technological and analytical features that improve structured product growth and adoption, increase transparency, and revolutionize the way in which financial professionals transact these types of financial...

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...

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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 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...

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 Financial Technologies (“Luma”), an independent and objective, multi-issuer structured products and annuities platform, today announced its funding deals with the wholesale banking division of The Toronto-Dominion Bank and CIBC....

Market-Linked Investments: Luma’s Mission to Education and Transparency

Market-linked investments advisors elevate their services by providing additional risk-managed solutions to their clients. While the industry...

Now Announcing: Luma Illuminations

Luma is proud to publish the first edition of Illuminations, a newsletter designed to keep financial advisors informed on the latest industry insights and...

Luma Financial Technologies Introduces Unique Replacement Analysis for Annuity Products via New “Luma Compare” Feature

Luma’s cutting-edge platform sets the bar as the most comprehensive annuity replacement comparison tool in market for financial advisors around the world...

Luma Financial Technologies Enhances Platform with ‘Luma Compare’

Luma’s completely objective platform is increasing transparency across products with an advanced tool to compare a diverse range of annuity and structured products for client use. Cincinnati, OH, October 5, 2021 – Luma Financial Technologies (“Luma”), the world’s top independent and most objective, multi-issuer structured products and annuities platform, is pleased to announce...