Listen as Michael Finke, Academic and Professor at the American College of Financial Services, shares his research on the psychology of retirees, the behavioral benefits annuities can provide, and best practices for generating guaranteed income for clients.
Eduardo Repetto and Pat Keating of Avantis Investors share how they started and grew Avantis, speak more about the company's investment approach and how they're working with DPL to create innovative investment solutions.
In this one-on-one interview, Founder and President of MarketCounsel, Brian Hamburger, and DPL's Founder and CEO, David Lau, discuss best-practices during the pandemic, ways to remain a leader in the industry, and what's currently trending with Breakaway firms.
Colin Savage from one of DPL's investors, Atlas Merchant Capital LLC, shares his thoughts on macro trends in the advisory & insurance industries, why Atlas got behind DPL's vision and business model, and the role technology will play in retirement planning moving forward.
Wade Pfau, Professor of Retirement Income at The American College, sits down with DPL Founder and CEO, David Lau, to talk about his new book, “Safety First Retirement Planning”, and shares his compelling research into ways to leverage risk pooling to deliver better client outcomes.
In this episode, Wade Pfau and Alex Murguia of Retirement Researcher, share an innovative new tool called the Retirement Income Style Awareness® Profile (RISA).
Hear as DPL's David Lau interviews Tamiko Toland, Director of Retirement Markets for Toronto-based CANNEX.
In this episode, former CEO of Jackson Holdings LLC, Michael Falcon, touches on a range of topics with DPL's founder and CEO, David Lau.