Top Posts

Structured Product Platforms to Execute 50% of Transactions, Predicts Luma’s CEO Tim Bonnaci

May 20, 2019 2:58:52 PM

As discussed in a recent publication from Risk.net, 5-10% of the US structured products market transactions occur on electronic platforms. However, Tim Bonacci, CEO and founder...

Financial Technology: Learning from the Past to Look into the Future

May 2, 2019 2:50:53 PM

Throughout history, technical innovations have simplified tasks that were once inefficient and time-consuming. The breadth and diversity of such innovation is a testament to human...

From Airlines to Fintech, Innovation through Transformation

Apr 12, 2019 3:48:22 PM

Does innovation have to be transformative? Is it always disruptive? In an interview with InvestmentNews, our CEO and founder, Tim Bonacci draws upon learnings from the airline...

How Financial Advisors Are Growing Their Business Through Social Media

Apr 5, 2019 9:45:08 AM

With the rise of digital marketing and social media successes within the advisory landscape, many financial advisors are changing their strategy when it comes to marketing and...

Automated Post-Sales Performance Reports Make Life Easier

Mar 22, 2019 2:15:49 PM

Pulling up performance data for structured products is usually more time-intensive than other types of investments due to their complex nature. Manually managing this process can...

How to Improve Suitability Measures with Financial Technology

Mar 15, 2019 9:42:39 AM

Picture Tom, product manager for a large broker-dealer. Tom has his annual cycle exam in a couple of days. He understands how his orders have been approved and placed through his...