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Showing 9 Results of 512
DPL Financial Partners

DPL Financial Partners hires C-Level HR executive amid growth

Mar 10, 2022
Troy Landoch joins RIA insurance platform as membership swells and adoption of commission-free insurance drives...
DPL Financial Partners

DPL Financial Partners hires C-Level HR executive amid growth

Mar 10, 2022
Troy Landoch joins RIA insurance platform as membership swells and adoption of commission-free insurance drives...
Ben Mattlin

How Rising Interest Rates Affect Annuities

Mar 01, 2022
Financial Advisor How Rising Interest Rates Affect Annuities In March, the Federal Reserve is expected...

Podcast

#ItzOnWealthTech Ep. 87: The Engine Powering the SS&C Advent Insurance Marketplace with David Lau, DPL Financial Partners

Feb 18, 2022
The post #ItzOnWealthTech Ep. 87: The Engine Powering the SS&C Advent Insurance Marketplace with David...
Editorial Staff

Who's Moving Where In Wealth Management? – BNY Mellon WM, Participant Capital Advisors, Others

Feb 09, 2022
FamilyWealthReport Who's Moving Where In Wealth Management? – BNY Mellon WM, Participant Capital Advisors, Others...
DPL Financial Partners

Tiburon founder Chip Roame joins DPL Financial Partners board

Feb 02, 2022
Industry titan brings decades of leadership experience and extensive industry connections to commission-free insurance platform...

Podcast

The Retirement Lifestyle Show: Annuities with DPL's David Lau

Jan 19, 2022
In this episode of the Retirement Lifestyle Show, Erik Olson and Adrian Nicholson talk to...
Samuel Steinberger

Eduardo Repetto Designs Index for New Annuity Offered by DPL

Jan 13, 2022
WealthManagement.com Eduardo Repetto Designs Index for New Annuity Offered by DPL Repetto, CIO at Avantis...
DPL Financial Partners

DPL assembles market leaders Avantis Investors, Barclays and Security Benefit Life to introduce innovative asset allocation option for RIAs

Jan 11, 2022
Designed by Avantis’ Eduardo Repetto, the new index is an attractive alternative to fixed income...

Become a member

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.