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Showing 9 Results of 520
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ROBERT HUEBSCHER

A New Platform that Offers Insurance Products to Fee-Only Advisors

Mar 12, 2018
Advisor Perspectives A New Platform that Offers Insurance Products to Fee-Only Advisors David Lau is...
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CHRISTOPHER ROBBINS

Lau Launches Network To Bring RIAs Commission-Free Insurance Products

Feb 15, 2018
Financial Advisor Lau Launches Network To Bring RIAs Commission-Free Insurance Products The co-creator of an...
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CYRIL TUOHY

For RIAs, A Vexing Insurance Dilemma

Feb 08, 2018
Insurance NewsNet For RIAs, A Vexing Insurance Dilemma A large majority of registered investment advisors...
DPL FINANCIAL PARTNERS

DPL Financial Partners Bridges Gap Between Insurance Carriers and RIAs; Expands Firm with Additional Staff and Significant Capital Backing

Feb 06, 2018
LOUISVILLE, KY., Feb. 6, 2018 – DPL Financial Partners (“DPL”) today announced a growth capital...
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Article

4 Approaches To Managing Sequence Of Returns Risk In Retirement

Apr 12, 2017
4 Approaches To Managing Sequence Of Returns Risk In Retirement Attempting to sustain a fixed...
READ THIS AT FORBES

Video

A Day at DPL with Wade Pfau | Risk pooling explained

Jan 13, 2017
Wade Pfau PhD, CFA, RICP explains the benefits of risk pooling in a retirement strategy.

Article

Michael Finke on the Truth about Retirement Spending, the Annuity Puzzle, and Changing the Paradigm

Oct 01, 2016
The Journal recently talked with Finke to learn about his current research projects, his views...
READ THIS AT JOURNAL OF FINANCIAL PLANNING

White Paper

Evaluating Investments versus Insurance in Retirement

Jun 30, 2015
Advisor Perspectives Evaluating Investments versus Insurance in Retirement Retirement-income planning has emerged as a distinct...

White Paper

Alpha, Beta, and Now…Gamma

Aug 28, 2013
When it comes to generating retirement income, investors arguably spend the most time and effort...

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