Skip to main content

Resources

Filter, sort, and browse our knowledge base.

Showing Results of 12
David Blanchett

David Blanchett, Head of Retirement Research at Morningstar, sits down with DPL Founder and CEO, David Lau, to discuss an array of topics surrounding annuities. 

In the newest episode of A Day at DPL Podcast, Christine Benz from Morningstar shares more on creating intelligent retirement portfolios, consumer retirement readiness and the latest findings in her recent white paper. 

Hear from Steve Leivent, SS&C SVP & Co-General Manager, and David Lau, DPL Founder and CEO, as they discuss the newest partnership with DPL, how technology has transformed the client-advisor relationship, and how Black Diamond plans to elevate the experience to a new level in the future.

Walter White

DPL's Founder and CEO, David Lau, sits down with President and CEO of Allianz Life Insurance Company of North America, Walter White in this one-on-one interview. They discuss industry trends, insurance and investment solutions, and new technology for RIA’s.

Listen as Michael Finke, Academic and Professor at the American College of Financial Services, shares his research on the psychology of retirees, the behavioral benefits annuities can provide, and best practices for generating guaranteed income for clients.

Eduardo Repetto and Pat Keating of Avantis Investors share how they started and grew Avantis, speak more about the company's investment approach and how they're working with DPL to create innovative investment solutions. 
 

In this one-on-one interview, Founder and President of MarketCounsel, Brian Hamburger, and DPL's Founder and CEO, David Lau, discuss best-practices during the pandemic, ways to remain a leader in the industry, and what's currently trending with Breakaway firms.

Colin Savage from one of DPL's investors, Atlas Merchant Capital LLC, shares his thoughts on macro trends in the advisory & insurance industries, why Atlas got behind DPL's vision and business model, and the role technology will play in retirement planning moving forward.

ADADPL_wade Pfau cover

Wade Pfau, Professor of Retirement Income at The American College, sits down with DPL Founder and CEO, David Lau, to talk about his new book, “Safety First Retirement Planning”, and shares his compelling research into ways to leverage risk pooling to deliver better client outcomes.

Become a member

DPL


©2022 DPL Financial Partners, LLC. All rights reserved.

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

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 • 303-797-9080
DPL Financial Partners is not affiliated with The Leaders Group, Inc.

Check the background of this firm on FINRA’s BrokerCheck.

FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.