As an Analyst with DPL, Zane focuses on data analytics to assist in making key business decisions. Zane provides assistance with forecasting, financial reporting, general sales trend data analytics & ad hoc reporting. Prior to joining the DPL team, Zane worked at Leidos, a leading government service & information technology company, focusing on forecasting and reporting within the IT budget. Zane earned a BS in Finance from Syracuse University.
Imagine if you had to replicate every mutual fund you purchased by buying individual equities...
DPL’s David Lau talks about the product development process for the RIA market.
Jonathan Barth brings a teacher’s sensibility to his work with RIAs, listening and providing guidance to help advisors
David Lau explains why advisors have to bill on insurance as they would on any other product to avoid a conflict of interest.
Annuities have long been the whipping boy of the financial services industry, and for good reason, thinks David Lau...
DPL Financial Partners Founder and CEO, David Lau, addresses why fiduciaries need to be involved in their clients’ insuranc
Jason Mazur is passionate about providing expertise in commission-free solutions to fee-only advisors and their clients.