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Showing 9 Results of 521
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...

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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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...
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...
Jeff Berman

Think Advisor Tech Roundup

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

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...
DIANA BRITTON

DPL Receives $26M Investment from Eldridge, Atlas Merchant

Jan 13, 2021
WealthManagement.com DPL Receives $26M Investment From Eldridge, Atlas Merchant The investment in David Lau's firm...
Haley Cawthon

DPL Financial Partners secures $26 million in growth capital

Jan 13, 2021
Louisville Business First DPL Financial Partners secures $26 million in growth capital A Louisville-based fintech...
Businesswire

DPL Financial Partners Secures Growth Capital From Eldridge and Atlas Merchant Capital

Jan 13, 2021
Industry leaders Todd Boehly and Bob Diamond lead fintech investment with broad reach LOUISVILLE, KY...

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