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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.

Author Oisin Breen February 7, 2024 at 2:36 AM
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David Lau: 'Annuities are often the last thing tethering a firm to a broker/dealer.'
Brooke Southall and Keith Girard contributed to the editing of this article.


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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


Mentioned in this article:

RetireOne
Consulting Firm, Specialized Breakaway Service, Insurance
Top Executive: David Stone



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