A large majority of registered investment advisors (RIAs) offer clients insurance planning. But nearly half of all RIAs refer their insurance business to an outside insurance agent or specialist, a new benchmarking survey has found. DPL Financial Partners, a company that helps insurers develop fee-based products to distribute through the RIA channel, published the survey based on data from 118 RIAs.
As an insurance consultant to RIAs, I am often asked to review legacy annuities. Every case is unique, but often I'm...
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DPL Senior Consultant Tim Rembowski explains DPL’s role and responsibility to the advisor and client as the licensed
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DPL’s David Lau talks about considerations carriers need to consider when developing a distribution strategy for the RIA ma