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Technology & the Advisor-Client Relationship

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.

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Podcast

Nov 29, 2022
Hear from Steve Leivent, SS&C SVP & Co-General Manager, and David Lau, DPL Founder and...

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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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