A Day at DPL Podcast

This educational series explores industry trends and best practices, providing advisors like you with critical insights to better serve your clients and grow your business.

*This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.

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A Day at DPL with Chip Roame

In this episode of the A Day at DPL podcast, DPL's David Lau interviews Founder of Tiburon Strategic Advisors, Chip Roame. They discuss industry trends, product innovation in the insurance space, pricing models for RIAs and more.

Innovation in Accumulation: The Avantis Barclays Volatility Control ("VC") Index

In this episode, learn about a new and innovative asset allocation option for RIAs - the Avantis Barclays Volatility Control Index, available through the Security Benefit ClearLine Fixed Index Annuity. DPL's David Lau interviews the designer of this accumulation option, Eduardo Repetto of Avantis Investors and President of Security Benefit, Doug Wolff.

A Day at DPL with Bob Veres Part 1 | New Tools and RIA Trends

In this two-part episode DPL's founder and CEO David Lau interviews head of Inside Information, Bob Veres. They discuss new Product Discovery Tools now available to advisors on the DPL website as well as industry trends affecting RIAs today.

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