Luma Financial Technologies, a structured products and annuities platform, has introduced a tool that helps advisers select annuities for their clients.
Called Luma Compare, the tool allows an adviser to compare and select among variable annuities, fixed index annuities and registered index-linked annuities from several providers.
Selecting and offering “appropriate and suitable annuity products while remaining compliant with Reg BI requirements can now be swiftly accomplished,” Keith Burger, the firm’s national sales director for annuities, said in a statement.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
