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Showing 9 Results of 523

DPL Financial Partners appoints Telebank, Jefferson National founder David Smilow to new board of directors

Feb 17, 2021
Entrepreneur brings over three decades of finance experience to RIA insurance platform LOUISVILLE, KY. (February...

Webinar

Repurposing Annuities to Strengthen a Financial Plan

Feb 11, 2021
It’s common for a prospective client to come in the door with one or more...
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DPL Financial Partners doubles advisor-facing staff to meet RIA demand for commission-free annuities and other insurance solutions

Feb 11, 2021
Recent hires across the organization bring headcount to 60-plus LOUISVILLE, KY. (Feb. 11, 2021) –...
Tobias Salinger

Annuity sales tumble but drive mega deals and RIA partnerships

Feb 11, 2021
After a year of tumbling sales due to the impact of low interest rates, annuity...
Oisin Breen

DPL Financial Partners raises $26 million after explosive growth turned backers into believers in David Lau's promise to create a guaranteed income supermarket

Jan 22, 2021
DPL Financial Partners raises $26 million after explosive growth turned backers into believers in David...
Jeff Berman

Think Advisor Tech Roundup

Jan 14, 2021
ThinkAdvisor eMoney Rolls Out Financial Planning and Wellness App: Tech Roundup Fidelity Investments’ eMoney Advisor...
KAREN DEMASTERS

RIA Insurance Provider Gets $26M Equity Investment

Jan 14, 2021
Financial Advisor RIA Insurance Provider Gets $26M Equity Investment DPL Financial Partners, an insurance network...

Article

Why the Insurance Industry Needs to Evolve and Why Now

Jan 13, 2021
The financial insurance and annuity industries are multi-trillion-dollar industries, and they should be. These products...
KATHERINE CHIGLINSKY

Boehly, Diamond Back Firm Focused on Commission-Free Annuities

Jan 13, 2021
Finance veterans Todd Boehly and Bob Diamond are backing a startup aimed at a niche...

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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.