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Articles tagged "DPL Financial Partners"


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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 – 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 – 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 – 9:43 PM

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