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InvestmentNews: Luma Forges Annuity Management Alliance with Pershing
Home About News Press Coverage InvestmentNews: Luma Forges Annuity Management Alliance with Pershing

  April 2, 2024

The outlet reported on our collaboration with Luma Financial Technologies, which enables advisors on Pershing’s NetX360+ custodial platform to gain an “enhanced annuity and retirement planning experience,” said Sareena Dalla Brookshire, Chief Product Officer, BNY Mellon’s Pershing.

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