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Showing 16 Results of 140

Podcast

Retire With Style| Episode 48: How Contractual Income Solutions Fit in a Fee-Only World

Jan 17, 2023
In this episode, we talk to David Lau, a RISA® Advisory Board member. David is...

Article

Inflation Knocks 4% Retirement Drawdown Rule

Dec 20, 2022
There’s a common retirement rule of thumb that you should withdraw 4% of your savings...
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Article

The Perplexing Fascination with the 4% Rule

Dec 19, 2022
This year, as always, there has been a lot of discussion and study about the...

Podcast

Aging With Grace: Season 2 | Episode 11

Oct 18, 2022
Listen as host of the Aging with Grace 55+ podcast interviews DPL's Founder and CEO...

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...

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...

Podcast

Aging With Grace: Season 2 | Episode 10

Jun 27, 2022
In this episode, Dale Josey interviews the founder and CEO of DPL Financial Partners about...

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...

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...

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