Showing 9 Results of 530
Oct 29, 2025
DPL hits $5 billion milestone DPL Financial Partners is on a growth tear, with administered...
Oct 21, 2025
DPL Financial Partners has surpassed $5 billion in annuity assets on its platform, marking a...
Oct 21, 2025
LOUISVILLE, Ky.--(BUSINESS WIRE)--Subhead of release should read: Advisor transitions to RIA model and growing consumer...
Oct 20, 2025
The annuities marketplace is banking on continued investment from private equity to keep up with...
Article
Oct 14, 2025
Questions to start the process As the autumn air turns crisp, it’s a good time...
Article
Sep 24, 2025
A three-step strategy for a more confident retirement. Many Americans save for a dream retirement...
Sep 04, 2025
Annuities are often popular with retirees and those looking to retire because of the steady...
Article
Aug 21, 2025
Could annuities be the answer? U.S. annuity sales soar to a new record in the...
Aug 12, 2025
Most people who own annuities are middle class. Seventy percent of annuity owners had total...
Article
Jul 17, 2025
From financial freedom to legacy planning, annuities can help retirees without children achieve their retirement...
Jul 10, 2025
I recently read another story in the trade press about an advisor approaching income for...
Jun 30, 2025
The RIA channel is set to be the next near-term growth opportunity for the annuity...
Jun 13, 2025
According to the Urban Institute, the population of Americans age 65 and older is on...
Jun 12, 2025
Annuity sales remain near record highs as investors prioritize stability. RILAs, with upside potential and...
Article
Jun 10, 2025
For annuities purchased in the past 20 years, it’s time to do some comparison shopping...
Article
May 22, 2025
Annuities offer a haven in volatile times. Many people love white-knuckle thrills. Tales of zombie...
Apr 25, 2025
For many clients, the primary objective in retirement saving is creating as big a nest...
Apr 23, 2025
Advisors on high-profile platform gain access to DPL’s technology and commission-free insurance marketplace to improve...
Article
Apr 15, 2025
A 2022 law makes it possible for annuities to deliver guaranteed income and tax relief...
Article
Mar 17, 2025
Multi-year guaranteed annuities help protect savings when markets are volatile, while delivering compelling returns and...
Mar 14, 2025
DPL Financial Partners, the leading platform for commission-free annuities, today announced that it led the...
Mar 01, 2025
Researchers warn the average American will live many more years in retirement than expected, won’t...
Article
Feb 20, 2025
If you ask retirees who receive income from an annuity why they purchased the product...
Feb 10, 2025
When the Senate Committee on Health, Education, Labor, and Pensions puts President Donald Trump’s Labor...
Jan 16, 2025
RIA insurance platform recognized for groundbreaking annuity solutions for advisors LOUISVILLE, KY, Jan. 16, 2025...
Article
Jan 15, 2025
Chances are, somebody at some point has tried to dissuade you from even considering an...
Dec 18, 2024
Industry leaders will provide guidance on development of offerings for RIAs LOUISVILLE, KY, Dec. 18...
Dec 17, 2024
David Lau, the founder and CEO at DPL Financial Partners, is widely recognized as an...
Article
Dec 06, 2024
2024 was a watershed year for annuities – and that’s likely to continue. When people...
Dec 04, 2024
DPL Financial Partners, a platform for commission-free annuities, has raised $23m in a Series C...
Dec 04, 2024
DPL Financial Partners LLC, which offers advisers access to commission-free annuities, has gotten a $23...
Dec 03, 2024
Series C funding will accelerate platform development and expand distribution of commission-free annuities and insurance...
Dec 03, 2024
A Louisville-based platform for commission-free annuities closed a round of primary capital funding Tuesday it...
Dec 02, 2024
CEO David Lau talked to RIAs before accepting capital from TIAA and others and wants...
Nov 12, 2024
Partnership with leading wealthtech platform provides integrated view of annuities and other insurance products as...
Article
Nov 11, 2024
It’s time to take steps to minimize taxes, maximize income, and protect assets. If you...
Oct 25, 2024
As Americans scramble to fund 30 years of retirement, their quest for guaranteed income has...
Oct 25, 2024
Within the financial services world, few products kindle stronger opinions than annuities. The promise of...
Article
Oct 24, 2024
Survey Key Findings DPL Financial Partners conducted a survey of financial professionals to measure sentiment...
Webinar
Oct 08, 2024
Join DPL Financial Partners, Orion and Credent Wealth Management, to learn how you can leverage...
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Article
Oct 03, 2024
It’s important to plan for long-term care in case you need it one day. Around...
Sep 25, 2024
One of the biggest challenges to planning for retirement is anticipating what our health and
Article
Sep 18, 2024
Remember when the Federal Reserve started bumping its benchmark interest rate in 2022 to help...
Webinar
Sep 12, 2024
With the sunsetting at the end of 2025 of the Federal Estate Tax Exemption, come...
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Webinar
Sep 02, 2024
Today’s retirement realities make it challenging for advisors who rely on traditional strategies to deliver...
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Aug 27, 2024
Having spent decades working with insurance carriers, financial advisors, and consumers on the design and...
Article
Aug 05, 2024
It’s time to make some important decisions. Retirement is an exciting prospect – and it...
Case Study
Aug 01, 2024
Credent Wealth Management is a fast-growing fee-only firm on a mission to give clients the...
Webinar
Jul 25, 2024
Join DPL Financial Partners and leading retirement researcher, Wade Pfau, to learn how to think...
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Webinar
Jul 24, 2024
By now it’s old news – You may have heard from several Academics and financial...
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Webinar
Jul 24, 2024
As a fiduciary, you know how important it is to help your clients achieve a...
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Webinar
Jul 24, 2024
Have you ever had a client ask for advice about a commission-based annuity sold to...
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Jul 16, 2024
An important aspect of going RIA is understanding exactly what the different business models and...
Jul 11, 2024
While RIAs are still leaning towards tempered optimism on the economy, they’re also expressing heightened...
Case Study
Jul 09, 2024
When BlueStem Wealth Partners decided to transition to a 100% fee-based model in early 2023...
Jul 09, 2024
Firm reaches milestone as annuity adoption momentum accelerates LOUISVILLE, KY, July 9, 2024 — DPL...
Jun 30, 2024
If you’re feeling left out because you don’t have a pension, you’re far from alone...
Article
Jun 14, 2024
Guaranteed income can help protect against poor market performance as you head into retirement Note...
Jun 11, 2024
New investment and savings products, some very complex, come out all the time. Advisors who...
Webinar
May 23, 2024
Most advisors know the feeling when a client or prospective client walks into a meeting...
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May 22, 2024
TOPEKA, Kan.--(BUSINESS WIRE)--Security Benefit today released its Registered Investment Advisor (RIA) Benchmark Study, a detailed...
May 13, 2024
Investing in the market can be a great way to build wealth for retirement. While
Article
May 10, 2024
Annuities can help reduce risks associated with longevity and cognitive decline. Note: This is the...
May 07, 2024
The Department of Labor is facing its first court challenge to the final Retirement Security...
May 02, 2024
As more and more advisors consider breaking away to go independent, and with RIAs expected...
Apr 30, 2024
The stakes of the Labor Department's new retirement advice rule are high, as a comparison...
Apr 25, 2024
...The department has used the retirement investment advice fiduciary definition to apply Employee Retirement Income...
Apr 25, 2024
Supporters and opponents began weighing in with their reactions about a minute or so after...
Apr 23, 2024
LOUISVILLE, Ky.--( BUSINESS WIRE )--DPL Financial Partners, the leading platform for commission-free annuities, applauds the...
Webinar
Apr 23, 2024
Join us for an insightful webinar where we delve into innovative insurance strategies for your...
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Article
Apr 15, 2024
When investors are nervous about the future, annuities can provide protection and peace of mind...
Apr 11, 2024
Seventy percent of RIAs said they expect the S&P 500 to grow by 3% or...
Apr 11, 2024
Market optimism growing among financial advisors; even as volatility concerns remain elevated TOPEKA, Kan.--( BUSINESS...
Webinar
Mar 19, 2024
With traditionally “safe” investments like bonds unable to generate income for retirees as they once...
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Article
Mar 14, 2024
Sure, annuities can deliver guaranteed retirement income, but they can do a lot more. Annuities...
Mar 13, 2024
Jonathan Barth to lead client relationship teams LOUISVILLE, KY, March 13, 2024 — DPL Financial...
Mar 01, 2024
Last year, according to data tracker Limra, U.S. annuity sales reached $385 billion, marking the...
Mar 01, 2024
Last year, according to data tracker Limra, U.S. annuity sales reached $385 billion, marking the...
Feb 27, 2024
DPL Financial Partners and Orion Advisor Solutions announced Tuesday an expanded partnership that will build...
Feb 27, 2024
Expanded partnership gives thousands of RIAs direct access to DPL’s no-load annuity marketplace and technology...
Feb 27, 2024
Users of Orion's tech platform will now have direct access to DPL’s tools for finding...
Feb 21, 2024
T3 survey shows firm’s market share growth as DPL member AUM surpasses $1T LOUISVILLE, KY...
Article
Feb 14, 2024
In 2023, Major League Baseball implemented rule changes designed to improve the game for players...
Webinar
Feb 08, 2024
Your clients may not directly ask you for annuities by name, but they may be...
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Article
Jan 16, 2024
Annuities deliver guaranteed retirement income, but misconceptions hold some people back. 1 Many people who...
Webinar
Jan 10, 2024
In this exclusive webinar, Heather Rosato and David Blanchett discuss the results of a recent...
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Jan 05, 2024
Retirement can be wonderful time in life when it’s possible to spend more time with
Dec 14, 2023
For at least the past three decades, the financial services industry has been steadily, even...
Article
Dec 11, 2023
Brokers and financial advisors offer different services, compensation models and standards of care. We all...
Dec 04, 2023
Firm doubles sales in 14 months as advisor adoption of no-load solutions accelerates LOUISVILLE, KY...
Article
Nov 17, 2023
Misconception #1: “I won’t run out of money — I don’t want or need guaranteed...
Article
Nov 13, 2023
Guaranteed lifetime income can play a valuable role in a retirement plan, providing a predictable...
Webinar
Oct 24, 2023
Don't miss this opportunity to modernize your financial advisory practice and organically grow AUM with...
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Oct 18, 2023
Schneider Small Cap Value Fund is one of the worst-performing mutual funds of the past...
Oct 18, 2023
A new survey published by DPL Financial Partners may give registered investment advisors who normally...
Oct 18, 2023
The inclusion of an annuity in an RIA client’s retirement income strategy has a positive...
Article
Oct 17, 2023
The financial advising profession continues to evolve with a growing focus on more holistic planning...
Article
Oct 12, 2023
Planning for a financially secure retirement involves making informed decisions about how to source sustainable...
Webinar
Sep 28, 2023
Join us for an informative and interactive member update led by DPL Founder and CEO...
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Sep 20, 2023
Founder Grant Johnstone joins RIA insurance platform as CCO LOUISVILLE, KY, September 20, 2023 —...
Sep 20, 2023
DPL Financial Partners, a commission-free insurance platform for registered investment advisors, announced Wednesday that it...
Article
Sep 18, 2023
When it comes to retirement planning, annuities can be a valuable tool. They can offer...
Case Study
Sep 15, 2023
As a fiduciary, fee-only firm specializing in retirement planning, Charleston-based Runey & Associates sets a...
Sep 06, 2023
Even if you have a well-funded nest egg, giving up a paycheck is hard. Here's...
Sep 05, 2023
Annuities have been around for a very long time. They were an element of matrimonial...
Article
Sep 01, 2023
In a complex financial landscape, consumers seeking financial advice need someone they can trust without...
Case Study
Sep 01, 2023
Landing Point Financial Group recognizes that each client’s unique personality and preferences must be considered...
Webinar
Aug 24, 2023
Having an effective long-term care plan can protect clients from life-changing financial, emotional, and physical...
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Article
Aug 24, 2023
Retirement is a time to relax, enjoy your hobbies, pursue new interests, and spend time...
Aug 04, 2023
Under Section 1035 of the Internal Revenue Service code, certain insurance contracts can be exchanged...
Article
Aug 02, 2023
Creating a comprehensive financial plan involves careful consideration of your financial goals and the appropriate...
Article
Jul 17, 2023
What is an annuity? An annuity is an insurance product designed to provide guaranteed lifetime...
Jun 08, 2023
For many investors, bonds are supposed to represent safety. Investors understand that stocks are volatile...
May 25, 2023
Experienced exec will oversee financial operations and reporting functions LOUISVILLE, KY, May 25, 2023 —...
May 16, 2023
In the current interest rate environment, exchanging an old annuity for a new one may...
May 15, 2023
Annuities and Aaron Judge, the chase is on. New York Yankees slugger Aaron Judge homered...
May 03, 2023
For the past year and a half, annuities have been breaking record after record. Now...
Apr 26, 2023
DPL Financial Partners, the Louisville, Ky.-based firm that links fee-only advisors and RIAs with resources...
Apr 25, 2023
Retirement Income Style Awareness Profile matches client preferences with income solutions LOUISVILLE, KY, April 25...
Mar 28, 2023
T3/Inside Information Survey points to continued growth in market share, advisor interest LOUISVILLE, KY, March...
Feb 07, 2023
In a kinder universe, retirees wouldn’t need to worry about market volatility or outliving their...
Feb 02, 2023
When the famous groundhog is pulled from his burrow today to drop his meteorological insight...
Feb 01, 2023
DPL Financial Partners has hired a new executive to lead its distribution efforts. The Louisville-based...
Jan 31, 2023
Former Prudential director to head up distribution team as membership grows LOUISVILLE, KY, Jan. 31...
Jan 30, 2023
Inflation. Volatility. Rising rates. If left unchecked, this triple threat to the portfolio can have
Case Study
Jan 30, 2023
Jamie Upson, President & CEO of Stonehearth Capital Management, discovered the benefits of using annuities...
Case Study
Jan 30, 2023
Correct Capital Wealth Management, and advisor Colin Day, are utilizing the Advent Insurance Marketplace integration...
Case Study
Jan 25, 2023
Using RISA as a first step in the planning process As a holistic financial planner...
Case Study
Jan 25, 2023
Using RISA to validate existing plans Market volatility can be a wakeup call for financial...
Jan 24, 2023
Platform to offer “best available” products enabling RIAs to seamlessly expand their holistic offerings for...
Case Study
Jan 24, 2023
Tim Brown of 360 Family Office discovered the power fee-based fixed index annuities as an...
Case Study
Jan 24, 2023
Chuck Failla, Principal of breakaway firm Sovereign Financial Group, discovered the power of DPL's strategic...
Case Study
Jan 24, 2023
Nola Kulig and her firm, Kulig Financial Advisors, integrated MYGAs as a fixed income allocation...
Case Study
Jan 24, 2023
Large RIA, Strategic Financial Services, and Laura Powers utilized DPL's Annuity Rescue+ process when breaking...
Case Study
Jan 24, 2023
Spencer Hall and his fee-only firm, Retirement Planning Services, LLC, used fixed index annuities to...
Case Study
Jan 24, 2023
Vestia Personal Wealth Advisors' Tommy Martin swore off of annuities — until he met DPL...
Jan 16, 2023
Rising rates have made annuities of all stripes more interesting investments, but two in particular...
Jan 01, 2023
This paper investigates retirees’ optimal purchases of fixed and variable longevity income annuities using their...
Dec 27, 2022
The annuity market is booming and for good reason. The economic and market upheavals experienced...
Article
Dec 20, 2022
There’s a common retirement rule of thumb that you should withdraw 4% of your savings...
Dec 20, 2022
While 2022 is proving to be yet another year for the record books when it...
Article
Dec 19, 2022
This year, as always, there has been a lot of discussion and study about the...
Dec 07, 2022
Wealthy investors are wising up to the unique benefits of annuities. While these insurance-sold investment...
Nov 22, 2022
Former SS&C Advent partnership lead Rachel Cameron will help drive strategic integrations LOUISVILLE, KY, Nov...
Nov 21, 2022
Founded by retirement income legends Wade Pfau and Alex Murguia, the RISA has already built...
Nov 18, 2022
Fed up SEC is ready to take on all nonsense at once; stock shocks, Orwell's...
Nov 18, 2022
New offerings are designed to help protect clients’ portfolios, more effectively manage today’s retirement risks...
Nov 16, 2022
LOUISVILLE, KY, Nov. 16, 2022- DPL Financial Partners, the leading insurance platform for registered investment...
Nov 16, 2022
DPL Financial Partners has announced the addition of Corebridge Financial to its carrier lineup. Corebridge...
Nov 09, 2022
Now, experts are saying it should just be a guideline for a retirement plan. Instead...
Nov 08, 2022
DPL Financial Partners, an insurance platform for RIAs, has announced the launch of a new...
Nov 07, 2022
All due respect to founding father Benjamin Franklin and his Almanack-writing alter ego “Poor Richard,”...
Nov 04, 2022
Individual investors can now get custom-tailored referrals to fee-only advisors who specialize in commission-free annuities...
Oct 28, 2022
Inflation is at a 40-year high and workers must plan for a retirement that could...
Oct 04, 2022
Aspida Advisory MYGA provides a competitive short-term alternative to bank CDs LOUISVILLE, KY, Oct. 4...
Sep 27, 2022
Eldridge, Atlas Merchant Capital, increase commitments in commission-free insurance pioneer LOUISVILLE, KY, September 27, 2022...
Sep 27, 2022
Eldridge, Atlas Merchant Capital, increase commitments in commission-free insurance pioneer
Sep 22, 2022
The Retirement Income Style Awareness profile matrix matches clients' preferences with financial solutions.
Sep 19, 2022
The Louisville, Ky., no-transaction-fee annuity platform for RIAs keeps converting advisors, but it takes lots...
Sep 14, 2022
DPL offers its members Alex Murguia and Wade Pfau’s RISA tool to match retirement income...
Sep 14, 2022
DPL Financial Partners, the leading commission-free insurance marketplace for registered investment advisors (“RIAs”), announced that...
Webinar
Sep 08, 2022
DPL has long believed that advisors need a tool to help them understand clients’ retirement...
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Aug 23, 2022
Total U.S. annuity sales rose 16% to $79.4 billion in the second quarter, nearly the...
Aug 02, 2022
Policygenius does the heavy lifting and keeps commissions, but the national RIA has 500 CFP-administered...
Jul 21, 2022
Total U.S. annuity sales increased 22% to a record $77.5 billion during the quarter, and...
Webinar
Jul 13, 2022
Today’s market conditions have exposed the shortcomings of an investments-only total return strategy, especially for...
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Jul 01, 2022
The first half sell-off in both stocks and bonds has opened the door for annuities...
Webinar
Jun 07, 2022
Many of the indices you see today are built to illustrate well rather than to...
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