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Additional Resources from Structured Views

Structured Views is a resource for investment management professionals to learn how to better incorporate structured products and annuities into their services and offerings.

Airlines and Fintech, Innovation through Transformation

Does innovation have to be transformative? Is it always disruptive? Tim Bonacci draws upon learnings from the airline industry to explain the transformation that is underway in the structured products and annuities industry.

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Custom Structure Creation and Pricing Automation

In this post, we examine the process of custom product creation and pricing automation and how it integrates into an investment firm’s workflow. Custom structure creation can be automation can be automated starting with three steps.

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Four Tips to Successfully Market Structured Products

Because structured products are complex, advisors often have a hard time explaining the unique benefits of these financial vehicles along with the risks they carry. In this post, we go over four tips to help overcome this challenge.

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Use of these websites is intended for financial professionals and generally not for use with the public. The information is not intended as, nor should it be construed as, legal, tax, or investment advice. Luma Financial Technologies does not offer investment products to individual investors. With respect to any investment product, investors should carefully review the relevant offering material, including the section(s) regarding risks, and consult with a qualified financial advisor prior to investing. Users of this website agree that the information contained herein will not be the primary basis of any investment decisions and that this website does not contain an exhaustive list of all risks related to the financial products discussed herein. Additional information regarding market-linked CDs and associated risks can be found at www.FINRA.org and https://www.sec.gov/answers/equitylinkedcds.htm.

The following website: https://lumafintech.com, is the intellectual property of Luma Financial Technologies. ©2020 Luma Financial Technologies, All Rights Reserved. Luma Financial Technologies, 425 Walnut Street, Cincinnati, OH 45202. Securities offered through LFT Securities, LLC, Member FINRA. Check the background of LFT Securities, LLC on FINRA's BrokerCheck
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