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Luma forges annuity management alliance with Pershing

Luma's partnership with Pershing will unlock educational resources, analytics, and tools to help advisors manage annuity sales on the platform.

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Luma Financial Technologies Announces a Collaboration with BNY Mellon s Pershing to Provide Next-Level Annuity Management Solutions | Region

CINCINNATI (BUSINESS WIRE) Apr 2, 2024

United statesNew yorkTim bonacciJoseph collinsLiz ozaistMellon pershingSareena dalla brookshireMellon advisors incLuma learning centerPershingx incNational association of insurance commissionersFinancial technologiesLearning centerNational associationInsurance commissionersLuma financial

Luma names Gabriel Stoll head, business development and sales, Switzerland

Luma Financial Technologies (“Luma”), an award-winning independent multi-issuer structured products and alternatives platform, has appointed Gabriel Stoll as Head of Business Development and Sales for Switzerland.

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Luma Financial Technologies And Yieldstreet To Expand RIA Access To Private Market Alternatives

Luma Financial Technologies And Yieldstreet To Expand RIA Access To Private Market Alternatives
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Tim bonacciMichael weiszFinancial technologiesRegistered investment advisorsLuma financial technologiesGrowth notes

Luma Financial Technologies and Yieldstreet Broaden RIA Access to Private Market Alternatives – IT Business Net

Luma Financial Technologies and Yieldstreet Broaden RIA Access to Private Market Alternatives – IT Business Net
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United statesNew yorkJoe collinsMichael weiszTim bonacciZoey gottlieb clare burrowsRiver communicationsLuma financial technologiesRegistered investment advisorsLuma financialGrowth notesClare burrows

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