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's partnership with Pershing will unlock educational resources, analytics, and tools to help advisors manage annuity sales on the platform.
CINCINNATI--(BUSINESS WIRE)--Apr 2, 2024--
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.
Yieldstreet's breadth of offerings in the alts space will become accessible to RIAs; synergies will help boost scale, management features for both firms.
The partnership between the alternative investment platform and the asset management firm aims to give advisors access to structure note strategies via SMAs.