Showing 9 Results of 16
RIA Retirement Planning Benchmarking Survey
The 2019 RIA Retirement Planning Benchmarking survey provides insight into advisors' current retirement planning practices...
19 Trends to Watch in 2019
Advisors have bigger problems on their hands at the end of this year than the client or friend who cornered them to...
An Unwanted Inheritance: Strategies for Advisors to Assess Legacy Annuities
As an insurance consultant to RIAs, I am often asked to review legacy annuities. Every case is unique, but often I'm...
Fiduciaries Need to be Involved in Insurance
I love the culture we’ve created at DPL. It’s energetic, passionate, team-oriented and highly focused on our mission...
3 Bold Predictions For The Future Of Annuities
In my professional lifetime the financial services industry has seen massive changes. The advent of the internet brought...
Ten Reasons Why the 4% Rule is Too Simplistic for Retirement Planning
William Bengen’s seminal study in the October 1994 Journal of Financial...
Finding a Better Retirement Income Solution
As a crew rearranges Nobel Prize winning economist Bill Sharpe’s living room to film a recent interview, Sharpe...
Can clients really “self-insure”?
Advisors will often say their clients are "self-insured." But because insurance is, by definition, the pooling of risk...
Bonds Or Annuities: What's The Best Way To Generate Retirement Income?
As you age and get closer to retirement, you dial down your equity allocation as you move money to fixed income...
RIA Insurance Planning Benchmarking Survey: Executive Summary & Key Findings
A recent survey of 118 registered Investment advisors by DPL Financial Partners that sought to document industry attitudes...
Psychology of Retirement Income Satisfaction
Recent research on the psychology of spending reveals a new perspective in the psychology...
Repurposing Permanent Life Insurance Assets
It happens all the time…clients walk in and, through a fact-finding exercise or just in conversation, you uncover...
NAPFA Fall Conference Takeaways
The NAPFA Fall 2018 conference held recently in Philadelphia delivered on its promise to provide a blend of “tradition and...
NAPFA Takeaways
DPL was honored to sponsor NAPFA’s recent Spring Conference in Phoenix. Having worked to develop products and services...
3 Reasons RIAs Need To Add Insurance To Their Practice Now
RIAs and insurance have often been like oil and water – the two really don’t mix. For lots of reasons. Starting with...
Why Bond Funds Don’t Belong in Retirement Portfolios
Income annuities provide payments precisely matched to a client’s longevity while stocks provide opportunities...