Luma has partnered with a US advisor to offer structured note replication strategies and expanded its product coverage.

Luma Financial Technologies and Chicago-based SpiderRock Advisors have launched a partnership to provide advisors with direct access to structured note replication strategies via Separately Managed Accounts (SMAs). Increasingly, advisors are turning to option strategies to provide protection, generate income, or deliver defined outcomes within client portfolios -  Eric Metz,  SpiderRock Advisors Under the agreement, SpiderRock will leverage its large SMA franchise harnessing listed

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

Request Demo

Already a subscriber? Login