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DPL Financial Partners

DPL Financial Partners secures $23M in equity capital

Dec 03, 2024
Series C funding will accelerate platform development and expand distribution of commission-free annuities and insurance...
Brooke Southall

'Oversubscribed' DPL Financial raises $23 million -- including from insurers it screens; cash is earmarked to build 'straight-thru' annuity purchases

Dec 02, 2024
CEO David Lau talked to RIAs before accepting capital from TIAA and others and wants...
DPL Financial Partners

DPL teams up with Envestnet for data integration

Nov 12, 2024
Partnership with leading wealthtech platform provides integrated view of annuities and other insurance products as...

Article

Are You Ready for Year-End Planning?

Nov 11, 2024
It’s time to take steps to minimize taxes, maximize income, and protect assets. If you...
Kenneth Corbin

Annuities Aren’t the Problem. Commissions Are, Say These Industry Pros.

Oct 25, 2024
Within the financial services world, few products kindle stronger opinions than annuities. The promise of...
Tracey Longo

Even Commissioned Advisors Think Annuity Sales Need Fiduciary Standard

Oct 25, 2024
As Americans scramble to fund 30 years of retirement, their quest for guaranteed income has...

Article

Department of Labor’s Retirement Security Rule: Advisor Sentiment

Oct 24, 2024
Survey Key Findings DPL Financial Partners conducted a survey of financial professionals to measure sentiment...
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Webinar

Streamline Practice Management with Orion + DPL

Oct 08, 2024
Join DPL Financial Partners, Orion and Credent Wealth Management, to learn how you can leverage...
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Article

Planning for Long-Term Care

Oct 03, 2024
It’s important to plan for long-term care in case you need it one day. Around...

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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.