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Press Center
Jun 30, 2024
If you’re feeling left out because you don’t have a pension, you’re far from alone. Only 22% of workers are covered by a pension these days, according...
Press Center
Aug 26, 2019
Host Doug Heikkinen and guest, David Lau, founder and CEO of DPL Financial Partners cover top industry trends, and discuss how clients’ view of...
Press Center
Jul 09, 2024
Firm reaches milestone as annuity adoption momentum accelerates LOUISVILLE, KY, July 9, 2024 — DPL Financial Partners, the leading platform for...
White Paper
Jun 30, 2015
Advisor Perspectives Evaluating Investments versus Insurance in Retirement Retirement-income planning has emerged as a distinct field in the financial services profession. But because it is still relatively new, the best approach for building a...
Press Center
Jul 11, 2024
While RIAs are still leaning towards tempered optimism on the economy, they’re also expressing heightened concerns about inflation and market...
Press Center
Sep 05, 2019
Financial Advisor Jackson National Suspends N.Y. Fee-Based Annuity Sales Jackson National announced that it suspended the sale of fee-based annuities...
Press Center
Jul 16, 2024
An important aspect of going RIA is understanding exactly what the different business models and fee structures are, so you can be ready to best serve...
Article
Jun 25, 2019
The 2019 RIA Retirement Planning Benchmarking Survey provides insight into advisors’ current retirement planning practices and strategies and helps advisors understand ways they may be able to better meet clients’ needs for predictable income and peace of mind in retirement.
Case Study
July 09, 24
When BlueStem Wealth Partners decided to transition to a 100% fee-based model in early 2023, Managing Partner Scott Marquardt says it was not a decision they took lightly. They were certain the move to “true independence” would allow their team to...