09.09.24

Luma Forges Alts Alliance With Arete Wealth

by: Leo Almazora

Under the new strategic collaboration with Luma Financial Technologies, broker-dealer and registered investment advisor Arete Wealth will integrate the former's alternative investment platform to simplify the process of buying and managing structured products and annuities for advisors and clients. The collaboration is designed to streamline operations using Luma’s technology, including its Lifecycle Manager, which allows advisors to monitor portfolio performance, risk and exposure. "We are thrilled to partner with Arete Wealth, enabling their financial professionals to leverage our state-of-the-art technology for managing and transacting in structured products and annuities," said Donald Pogan, chief product officer at Luma.

Read the full article on InvestmentNews