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Showing 9 Results of 523
Mary Beth Franklin

New tool helps define retirement income styles

Sep 22, 2022
The Retirement Income Style Awareness profile matrix matches clients' preferences with financial solutions.
Brooke Southall

Bolstered by a booming Black Diamond deal, DPL grows investor base 8X, raises another $20 million and holds off on a likely bigger round until 2023

Sep 19, 2022
The Louisville, Ky., no-transaction-fee annuity platform for RIAs keeps converting advisors, but it takes lots...
DPL Financial Partners

DPL and RISA partner to empower advisors to deliver better retirement solutions to clients

Sep 14, 2022
DPL offers its members Alex Murguia and Wade Pfau’s RISA tool to match retirement income...
Digital Journal

DPL and RISA partner to empower advisors to deliver better retirement solutions to clients

Sep 14, 2022
DPL Financial Partners, the leading commission-free insurance marketplace for registered investment advisors (“RIAs”), announced that...

Webinar

DPL + RISA: Delivering Better Outcomes For Clients and Firms

Sep 08, 2022
DPL has long believed that advisors need a tool to help them understand clients’ retirement...
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Gregg Greenberg

Annuity Sales Smash Records in Final Q2 Count: Limra

Aug 23, 2022
Total U.S. annuity sales rose 16% to $79.4 billion in the second quarter, nearly the...
Oisin Breen

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...

Webinar

Using Annuities to Manage Risk

Jul 13, 2022
Today’s market conditions have exposed the shortcomings of an investments-only total return strategy, especially for...
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