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Article

Feb 07, 2019

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

MEllingwood

Article

Jan 30, 2019

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

2019-year-ahead

Article

Dec 11, 2018

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

Jonathan-Barth

Article

Nov 19, 2018

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

DPL_Logo

Article

Nov 13, 2018

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

Article

Oct 25, 2018

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

Forbes-article

Article

Jul 16, 2018

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

Article

May 30, 2018

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

Article

Apr 20, 2018

The Power and Importance of Commission-Free Insurance

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

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DPL Financial Partners does business in the state of California as DPL Insurance Solutions
under California License #0M42434.

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 • 303-797-9080
DPL Financial Partners is not affiliated with The Leaders Group, Inc.

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