DPL Senior Consultant Tim Rembowski is well-versed in how insurance can work for fee-based advisors and is passionate about helping RIAs understand and leverage new Commission-Free insurance products as an asset for their clients.
DPL Consultant Marcus Ellingwood talks about 3 ways we are seeing our member firms leverage the strategic partnership w
William Bengen’s seminal study in the October 1994 Journal of Financial...
Marcus Ellingwood specializes in low-cost, commission-free insurance solutions for fee-only advisors and their clients. M
DPL’s David Lau talks about how DPL works with our carrier partners to develop products that serve the needs of the RIA mar
DPL Consultant Jonathan Barth talks about how advisors are differentiating their practices and strengthening their role as fi