RIA annuities inflows were bigger billions in 2023 for DPL and RetireOne; now private equity will fuel at least three firms in 2024 -- including newcomer Flourish
The biggest driver of growth will be breakaway broker books of commission annuities that will transition as advisors move to fee-based and fee-only models.
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
How Edelman Financial Engines spin-off deal became a RetireOne engine that's heating up the RIA annuity game again
The fee-based annuities marketplace of Aria Retirement Solutions adds Edelman's broker-dealer, 6,000 clients, 'hundreds of millions' in client assets and an old hand
November 20, 2019 at 10:19 PM
RetireOne
Consulting Firm, Specialized Breakaway Service, Insurance
Top Executive: David Stone
