Press Center

Mary Beth Franklin

New tool helps define retirement income styles

Sep 22, 2022

The Retirement Income Style Awareness profile matrix matches clients' preferences with financial solutions.

Brooke Southall

Bolstered by a booming Black Diamond deal, DPL grows investor base 8X, raises another $20 million and holds off on a likely bigger round until 2023

Sep 19, 2022

The Louisville, Ky., no-transaction-fee annuity platform for RIAs keeps converting advisors, but it takes lots...

Digital Journal

DPL and RISA partner to empower advisors to deliver better retirement solutions to clients

Sep 14, 2022

DPL Financial Partners, the leading commission-free insurance marketplace for registered investment advisors (“RIAs”), announced that...

Gregg Greenberg

Annuity Sales Smash Records in Final Q2 Count: Limra

Aug 23, 2022

Total U.S. annuity sales rose 16% to $79.4 billion in the second quarter, nearly the...

Oisin Breen

Facet Wealth throws a lifeline to struggling 'insurtech' firm amid an industry shakeout; Facet is delivering a mother lode of referrals and asking nothing in return

Aug 02, 2022

Policygenius does the heavy lifting and keeps commissions, but the national RIA has 500 CFP-administered...

Gregg Greenberg

Annuities flew off the shelves in second quarter, Limra says

Jul 21, 2022

Total U.S. annuity sales increased 22% to a record $77.5 billion during the quarter, and...

Gregg Greenberg

Ride the annuity bull market (while you can)

Jul 01, 2022

The first half sell-off in both stocks and bonds has opened the door for annuities...

David Lau

Opinion: Retirees Need Alternatives to the 4% Rule

May 13, 2022

Barron's Opinion: Retirees Need Alternatives to the 4% Rule For nearly three decades, many financial...

Joel Bruckenstein, Bob Veres

2022 T3 Inside Information Survey

May 03, 2022

The survey report ranks, by market share, the leading software solutions in advisory-firm tech stacks...

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