Resources

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

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

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

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

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

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

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

DPL was honored to sponsor NAPFA’s recent Spring Conference in Phoenix. Having worked to develop...

The Power and Importance of Commission-Free Insurance

I love the culture we’ve created at DPL...