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Our Team
Evan Kerr joins the DPL team as a Membership Consultant. He is transitioning from healthcare technology to the finance industry, and is excited for the opportunities that await with DPL.
Press Center
Aug 30, 2019
WealthManagement.com Yes, Fee-Based Annuities Exist Annuity sales is still largely a commissions-based world, but that hasn’t stopped startups and...
Press Center
May 22, 2024
TOPEKA, Kan.--(BUSINESS WIRE)--Security Benefit today released its Registered Investment Advisor (RIA) Benchmark Study, a detailed look into the...
Press Center
Jun 11, 2024
New investment and savings products, some very complex, come out all the time. Advisors who don’t stay current about the best products for their...
Press Center
Sep 01, 2019
Financial Advisor Activating An Annuity’s Income They come in many varieties, with innumerable options and add-ons. But whatever the flavor, annuities...
Article
Jun 14, 2024
Guaranteed income can help protect against poor market performance as you head into retirement Note: This is the second article in a two-part series that discusses strategies for managing key retirement risks, including longevity, cognitive decline, and market volatility. Beware the fragile decade...
Article
Oct 01, 2016
The Journal recently talked with Finke to learn about his current research projects, his views on the future of education in the planning profession, his insight on effective retirement income planning, and his ideas for bridging the research-practice gap.
Article
Feb 07, 2019
Financial Advisor Retirement Paycheck No-Brainer Imagine if you had to replicate—at an individual client level—every mutual fund you purchased by buying individual equities. You couldn’t do it. Not even for the simplest S&P 500 fund. Not because you don’t have the skill, but because there isn’t...
Press Center
Sep 03, 2019
RIABiz IRS alleviates suffering of RIAs who use fee-based annuities by ending the need for an excruciating tax conversation that brought their own...