Hear from Steve Leivent, SS&C SVP & Co-General Manager, and David Lau, DPL Founder and CEO, as they discuss the newest partnership with DPL, how technology has transformed the client-advisor relationship, and how Black Diamond plans to elevate the experience to a new level in the future.
DPL's Founder and CEO, David Lau, sits down with President and CEO of Allianz Life Insurance Company of North America, Walter White in this one-on-one interview. They discuss industry trends, insurance and investment solutions, and new technology for RIA’s.
White Paper
Listen as Michael Finke, Academic and Professor at the American College of Financial Services, shares his research on the psychology of retirees, the behavioral benefits annuities can provide, and best practices for generating guaranteed income for clients.
Eduardo Repetto and Pat Keating of Avantis Investors share how they started and grew Avantis, speak more about the company's investment approach and how they're working with DPL to create innovative investment solutions.
In this one-on-one interview, Founder and President of MarketCounsel, Brian Hamburger, and DPL's Founder and CEO, David Lau, discuss best-practices during the pandemic, ways to remain a leader in the industry, and what's currently trending with Breakaway firms.
Colin Savage from one of DPL's investors, Atlas Merchant Capital LLC, shares his thoughts on macro trends in the advisory & insurance industries, why Atlas got behind DPL's vision and business model, and the role technology will play in retirement planning moving forward.
