Facet Wealth throws a lifeline to struggling 'insurtech' firm amid an industry shakeout; Facet is delivering a mother lode of referrals and asking nothing in return

Aug 02, 2022

Policygenius does the heavy lifting and keeps commissions, but the national RIA has 500 CFP-administered...

Gregg Greenberg

Annuities flew off the shelves in second quarter, Limra says

Jul 21, 2022

Total U.S. annuity sales increased 22% to a record $77.5 billion during the quarter, and...

Gregg Greenberg

Ride the annuity bull market (while you can)

Jul 01, 2022

The first half sell-off in both stocks and bonds has opened the door for annuities...

Podcast Series

Advisor Revelations Podcast

Jun 28, 2022

This podcast series features stories from advisors across the country. You'll gain insights that can...

Podcast Series

A Day at DPL Podcast

Jun 28, 2022

This educational series explores industry trends and best practices, providing advisors like you with critical...

Podcast

Barron's Advisor: The Way Forward Podcast- Guaranteed Income in a Time of Heightened Volatility

Jun 27, 2022

David Lau, founder and CEO of DPL Financial Partners, explains why RIAs should consider Commission-Free...

Podcast

Taking High Commissions Out of Annuities

Jun 21, 2022

In Moringstar's The Long View Podcast, Christine Benz and Jeffery Ptak sit down with...

Video

Investment News RIA Labs: Fee Based Everything

Jun 13, 2022

This RIA Lab replay explores the many options available that allow RIAs to deliver a...

Video

Annuities for Legacy Planning

Jun 10, 2022

Vice President of Member Success, Tim Rembowski, debunks a common misconception that implementing Commission-Free annuities...

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Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.