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Article

Jul 01, 2019

Read about the common misconceptions RIAs have about annuities, and the truth behind them.

thinkadvisor_retirementincomesolution

Article

Feb 28, 2019

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

Article

Feb 07, 2019

Imagine if you had to replicate—at an individual client level—every mutual fund you purchased by...

MEllingwood

Article

Jan 30, 2019

It happens all the time…clients walk in and, through a fact-finding exercise or just in...

2019-year-ahead

Article

Dec 11, 2018

Advisors have bigger problems on their hands at the end of this year than the...

Jonathan-Barth

Article

Nov 19, 2018

Advisors will often say their clients are "self-insured." But because insurance is, by definition, the...

DPL_Logo

Article

Nov 13, 2018

The NAPFA Fall 2018 conference held recently in Philadelphia delivered on its promise to provide...

Article

Oct 25, 2018

At a recent conference of financial planners who strongly consider themselves fiduciaries, I explained the...

Jeff Rancourt

Article

Oct 23, 2018

As an insurance consultant to RIAs, I am often asked to review legacy annuities. Every...

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DPL Financial Partners does business in the state of California as DPL Insurance Solutions
under California License #0M42434.

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