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Luma forges annuity management alliance with Pershing - Vimarsana News

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.

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

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--

Luma names Gabriel Stoll head, business development and sales, Switzerland - Vimarsana News

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.

Luma And Yieldstreet Partner To Expand Advisor Access to Alternatives - Vimarsana News

Luma And Yieldstreet Partner To Expand Advisor Access to Alternatives

Yieldstreet's breadth of offerings in the alts space will become accessible to RIAs; synergies will help boost scale, management features for both firms.

Luma, SpiderRock Team Up on Replicated Structured Notes - Vimarsana News

Luma, SpiderRock Team Up on Replicated Structured Notes

The partnership between the alternative investment platform and the asset management firm aims to give advisors access to structure note strategies via SMAs.