Resources

Showing Results of 21

Webinar

Understanding the SECURE Act: How the New Legislation Impacts Your Clients and Your Practice

Feb 24, 2020

Learn how the “Setting Every Community Up for Retirement Enhancement (SECURE) Act” will impact registered...

Video

How DPL helps carriers be successful in the RIA market

Jan 25, 2020

DPL consults with our carrier partners, sharing insight and feedback from our members to help them...

Video

Industry reaction to what DPL is building

Jan 24, 2020

More and more advisors are joining DPL. David Lau explains the industry's reaction to what DPL...

Video

The energy of DPL

Jan 23, 2020

Consultant Sam Johnson shares his excitement around DPL's mission and growth.

Webinar

2019 Reflections & 2020 Projections for DPL and our Members

Jan 17, 2020

DPL Financial Partners Founder & CEO David Lau shares key firm and industry milestones from...

Video

How DPL shares feedback between members and carriers

Jan 14, 2020

Hear DPL Financial Partners Sam Johnson elaborate on DPL's commitment to provide feedback to our...

Video

How we consult with our carrier partners

Jan 10, 2020

DPL consults with our carrier partners, sharing insight and feedback from our members to help them...

Article

RIA Retirement Planning Benchmarking Survey: Executive Summary & Key Findings

Jun 25, 2019

The 2019 RIA Retirement Planning Benchmarking Survey provides insight into advisors’ current retirement planning practices...

Article

Finding a Better Retirement Income Solution

Feb 28, 2019

As a crew rearranges Nobel Prize winning economist Bill Sharpe’s living room to film a...

Become a member

Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.

Get Started

Become a member