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RIA Retirement Planning Survey 2020: Executive Summary & Key Findings

DPL Financial Partners
July 30. 2020

The 2020 RIA Retirement Planning Survey provides insight into advisors’ current retirement planning practices and strategies and helps advisors understand ways they may be able to better meet clients’ needs for predictable income and peace of mind in retirement.

Article

Oct 17, 2023
The financial advising profession continues to evolve with a growing focus on more holistic planning...

Video

Jun 03, 2022
Founder and CEO of DPL Financial Partners, David Lau, explains why generating retirement income is...

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Jun 01, 2022
Founder and CEO of DPL Financial Partners, David Lau, shares how our Product Discovery Tools...

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Jun 09, 2022
Lead Consultant, Jonathan Barth, explains how DPL helps fiduciaries find innovative solutions to address underperforming...

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May 18, 2022
David Lau discusses the role of annuities in a retirement portfolio and why the 4%...

Video

Dec 03, 2020
As a part of the 2020 Investment News Icons and Innovators Summit, DPL's Founder and...

Article

Aug 10, 2020
DPL's Advisor Alert provides insurance and annuity insights to fee-only advisors. Download the newsletter to...
David Lau, Founder and CEO

Video

Mar 27, 2020
Retirees' emotional attitudes towards their retirement nest eggs are just as important as the actual...

Video

Jan 13, 2017
Wade Pfau PhD, CFA, RICP explains the benefits of risk pooling in a retirement strategy.