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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. ....

Mellon Pershing , Sareena Dalla Brookshire , Tim Bonacci , National Association Of Insurance , Luma Financial Technologies , National Association , Insurance Commissioner ,

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 States , New York , Tim Bonacci , Joseph Collins , Liz Ozaist , Mellon Pershing , Sareena Dalla Brookshire , Mellon Advisors Inc , Luma Learning Center , Pershingx Inc , National Association Of Insurance Commissioners , Financial Technologies , Learning Center , National Association , Insurance Commissioners , Luma Financial , Chief Product Officer , Luma Financial Technologies , Investment Advisers Act , Business Wire ,

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. ....

Kepler Cheuvreux , Gabriel Stoll , Tim Bonacci , Picard Angst , Chief Executive Officer , Luma Financial ,

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 Bonacci , Michael Weisz , Financial Technologies , Registered Investment Advisors , Luma Financial Technologies , Growth 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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