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Imagine if you had to replicate—at an individual client level—every mutual fund you purchased by...

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It happens all the time…clients walk in and, through a fact-finding exercise or just in...

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Advisors have bigger problems on their hands at the end of this year than the...

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Advisors will often say their clients are "self-insured." But because insurance is, by definition, the...

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The NAPFA Fall 2018 conference held recently in Philadelphia delivered on its promise to provide...

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At a recent conference of financial planners who strongly consider themselves fiduciaries, I explained the...

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As you age and get closer to retirement, you dial down your equity allocation as...

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DPL was honored to sponsor NAPFA’s recent Spring Conference in Phoenix. Having worked to develop...
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The Power and Importance of Commission-Free Insurance
I love the culture we’ve created at DPL...