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.
Nine-month electronic trading freeze and share lending program at the center of dismissed claim.
Meanwhile, Rossby Financial's leadership buildout rolls on with a new COO appointment as Balefire Wealth welcomes a distinguished retirement specialist to its national network.
With a smaller group of companies driving stock market performance, advisors must work more intentionally to manage concentration risks within client portfolios.
Professional athletes are often targets of scam artists and are particularly vulnerable to fraud.
The brokerage giant tells Wall Street it will use artificial intelligence to reach clients it has never been able to serve — and turn the technology's perceived threat into a competitive edge.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
