News, Vision & Voice for the Advisory Community


Bolstered by a booming Black Diamond deal, DPL grows investor base 8X, raises another $20 million and holds off on a likely bigger round until 2023

The Louisville, Ky., no-transaction-fee annuity platform for RIAs keeps converting advisors, but it takes lots of technology and old-fashioned explaining to reverse the stigma.

Author Brooke Southall
September 20, 2022 at 1:48 AM
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David Lau: We have to get you past your own biases.

Related Moves

DPL Financial makes 'happy thing' hire of Rachel Cameron, the Black Diamond alumna who wired as much as 40% of all their net flows

The Louisville, Ky., annuities supermarket credits her with having the vision to rid the held-away-asset stigma from annuities.

December 13, 2022 at 1:21 AM

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