Tagged: Annuities

Luma Financial Technologies and Yieldstreet to Expand RIA Access to Private Market Alternatives

Luma Financial Technologies, an independent multi-issuer structured products and annuities platform, has expanded its partnership with Yieldstreet, a private market investment platform, to bring Yieldstreet’s diverse offerings to Luma’s customer base. In doing so, Luma is broadening Registered Investment Advisors (RIAs) access “to alternative investment… Read More

UK’s Smart Pension, a Workplace Pension Provider, Selects Punter Southall’s Pension Potential Annuity Comparison Tool

Smart Pension, which claims to be one of the UK’s leading workplace pension providers, has selected Punter Southall’s Pension Potential annuity comparison tool “to help its million-plus members maximise their retirement savings and make informed decisions about researching, comparing and buying annuities.” Smart Pension, which… Read More

Insurtech: SIMON Markets Introduces Insurance Technology Platform for Annuities, Partners with Prudential to Offer First Annuity Product

SIMON Markets LLC revealed on December 5 that it will be expanding its online platform to help financial professionals in navigating the indexed annuities market. SIMON has teamed up with Prudential (NYSE: PRU) and aims to change the way that financial industry participants use annuities… Read More

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