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Fernando Concha - Investment Professional

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 Officer of…

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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 Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that John (Jay) R. Charles has joined the firm as Director of Annuity Products.  He reports directly to Tim Bonacci,…

Luma Financial Technologies Appoints Rodney Branch as Chief Marketing Officer

Industry veteran to drive marketing and branding initiatives as structured products platform continues rampant expansion. Cincinnati, OH, July 20, 2020 – Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that Rodney Branch has joined the firm as Chief Marketing Officer.  He reports directly to Tim Bonacci, President and Chief…

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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 into…

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 this uncertainty can be taxing due to heightened stress and difficult client conversations – all while working remotely – it doesn’t have to be. In fact, working from home does not…

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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 product…

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 Bonacci, CEO and founder of Luma Financial Technologies, projects that this figure will shoot to 50% by this time next year. Fifty percent might seem like a bold prediction. However, given the current trajectory of structured product volume growth (up to $70 billion in issuance last year from $40 billion to $60 billion in years prior) and the recent innovations in financial technology, 50% could be just the beginning of what’s in store for this industry. Platforms are lowering minimum investments…

Fintech: Learning from the Past to Look into the Future

Throughout history, technical innovations have simplified tasks that were once inefficient and time-consuming. The breadth and diversity of such innovation is a testament to human imagination and creativity. Who hasn’t marveled at the thought of self-driving cars, a house that responds to your voice and robots that can fetch things for you? Oh wait, these are all things we can do today! Maybe we aren’t beaming people to other planets or hovering around in jetpacks (yet), but many technologies that were once considered science fiction are now a reality. Some have even become essential to our everyday lives. For example, technical innovation has automated…

Stephen Bodurtha Joins Luma Financial Technologies’ Board of Directors

CINCINNATI, OH, April 16, 2019 –  Luma Financial Technologies announced today that Stephen Bodurtha, an investment product pioneer and co-inventor of the Select Sector SPDRs ETFs, has joined the firm’s Board of Directors.

  

Luma is an independent, multi-issuer, online platform that provides broker/dealers, RIAs and banks with a feature-rich marketplace for structured products and annuities. Luma is customizable to clients’ specific business needs and includes advanced capabilities in product creation, order entry and lifecycle support. Luma also ensures advisors have access to comprehensive educational content as well as marketing and sales tools.

 

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From Airlines to Fintech, Innovation through Transformation

Does innovation have to be transformative? Is it always disruptive? In an interview with InvestmentNews, our CEO and founder, Tim Bonacci draws upon learnings from the airline industry to explain the transformation that is underway in the structured products and annuities industry. Processes that are currently inefficient and manual have already begun to be automated through the use of technology. These advances will help all market participants by making structured investments more accessible…