Luma Financial Technologies (Luma) has announced a partnership with RetireOne, a US independent platform for fee-based insurance solutions.

Under the partnership, Luma will integrate RetireOne's fiduciary marketplace of commission-free annuity and insurance solutions, to enable non-insurance licensed Registered Investment Advisors (RIAs) to manage annuity products in one place. There continues to be strong RIA demand for annuities, and it is our mission to continue increasing availability and transparency of these products - Brady Beals, Luma The partnership between Luma and RetireOne is aimed at providing RIAs product eval

Continue reading with a subscription to the SRP market intelligence platform.

Request a demo

Already a subscriber? Login