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.
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.
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.
In this episode, Wade Pfau and Alex Murguia of Retirement Researcher, share an innovative new tool called the Retirement Income Style Awareness® Profile (RISA).
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.
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.
Hear as DPL's David Lau interviews Tamiko Toland, Director of Retirement Markets for Toronto-based CANNEX.
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.
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.