
Luma and InspereX Partner to Power RIA Structured Note Access
Luma Financial Technologies has announced a major partnership with InspereX, a technology-driven distributor of fixed

Luma Financial Technologies has announced a major partnership with InspereX, a technology-driven distributor of fixed

Syntax Data, a financial data and technology provider offering data-optimized index solutions, and PM Insights, a

Partnerships with Apollo, BlackRock, Goldman Sachs Asset Management and J.P. Morgan Asset Management bring advisors

Advisor360°™, a leading provider of integrated wealth management and AI-powered technology solutions, is preparing to

The all-in-one CRM solution for growth-mode RIAs launched in November and is already trusted by

Leading brokerage and custodian services provider adds Syntax Direct platform to tech stack,available to all