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Articles tagged "DPL Financial Partners"


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David Lau: 'Annuities are often the last thing tethering a firm to a broker/dealer.'

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.

February 7, 2024 at 2:36 AM

Rachel Cameron: I’m very familiar with DPL’s team and technology.

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

Spencer Look: [These retirees] would succeed at least 95% of the time with a portfolio-only strategy.

Morningstar math shows annuity products are overkill for many affluent RIA clients because Social Security and portfolio planning render them redundant -- a reveal that annuity providers find to be pointy-headed nonsense

The out-of-the-blue report from the Chicago research giant claims that self-insurance does the job for the advised wealthy, especially backed by the federal safety net.

October 18, 2022 at 1:18 AM

David Lau: We have to get you past your own biases.

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.

September 20, 2022 at 1:48 AM

David Lau: 'We are expecting to be flirting with $1 billion in sales in 2021.'

DPL Financial Partners raises $26 million after explosive growth turned backers into believers in David Lau's promise to create a guaranteed income supermarket

With $1 billion of gross sales for 2021 conceivable after mega-deal with SS&C and macro-factor tailwinds, the Louisville company is ready to slug in the bigger leagues.

January 22, 2021 at 2:54 AM

Microsoft CEO Satya Nadella's 2018 pledge to 'reimagine retirement planning' sparked hopes of transcending incumbent systems and products.

The BlackRock-Microsoft 'reimagining' of the 401(k) market, arrives looking more like a remix of existing third-party products

The New York-Seattle cross-breeding combines annuities and BlackRock target-date funds but the superpowers expended little imagination, RIA annuity executives say.

July 27, 2020 at 9:43 PM

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