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Showing 9 Results of 132

Article

RIA Retirement Planning Benchmarking Survey: Executive Summary & Key Findings

Jun 25, 2019
The 2019 RIA Retirement Planning Benchmarking Survey provides insight into advisors’ current retirement planning practices...
DOWNLOAD THE EXECUTIVE SUMMARY
David Lau

Video

DPL’s Founding Members

Feb 07, 2019
David Lau talks about the importance of DPL’s Founding Members to the company and the...

Video

Why DPL is a Fan of Annuities - Reason #1

Feb 07, 2019
DPL’s David Lau talks about the reasons why DPL believes that annuities are an important...

Article

Retirement Paycheck No-Brainer

Feb 07, 2019
Financial Advisor Retirement Paycheck No-Brainer Imagine if you had to replicate—at an individual client level—every...
READ THIS AT FA MAGAZINE
MC Ray

Video

Solving for Sequence of Returns Risk

Feb 07, 2019
DPL Consultant Kameron McRay discusses how market fluctuations can impact when and how a client...
David Lau

Video

Why DPL is a Fan of Annuities - Reason #2

Feb 07, 2019
DPL’s David Lau talks about the reasons why DPL believes that annuities are an important...
David Lau

Video

Why DPL is a Fan of Annuities - Reason #3

Feb 07, 2019
DPL’s David Lau talks about the reasons why DPL believes that annuities are an important...
Sam Johnson

Video

What surprises RIAs

Nov 30, 2018
DPL Senior Consultant Sam Johnson talks about what RIAs find surprising when they learn about...

Article

Time for RIAs to Rethink Insurance

Oct 25, 2018
Think Advisor Time for RIAs to Rethink Insurance At a recent conference of financial planners...
READ THIS AT THINKADVISOR

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