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Press Center
Aug 12, 2021
WealthManagement.com SS&C, DPL Open Insurance Marketplace for RIAs Operating on Black Diamond's wealth platform, SS&C Technologies and DPL Financial...
Press Center
Aug 16, 2021
InvestmentNews The parallel paths of ETFs and annuities The questions that RIAs have about commission-free annuities right now are the very same...
Article
Aug 13, 2021
What's Behind The Boom In Annuity Sales? In the second quarter of 2021, annuity sales were off the charts. "Our preliminary second quarter numbers are the highest we have seen since the fourth quarter of 2008, and the third-highest quarter on record," said Todd Giesing, assistant vice president and...
Press Center
Aug 16, 2021
WealthManagement.com An Overlooked Benefit of Annuities—Tax Planning Rumblings from Washington about potential changes to the tax code have prompted...
Press Center
Aug 12, 2021
Retirement Income Journal Honorable Mention Ruark reports on VA/living benefit policyholder behavior; DPL and SS&C partner on new distribution...
Press Center
Aug 11, 2021
ThinkAdvisor DPL and SS&C Start Exchange for Commission-Free Insurance Products What You Need to Know DPL has been known for distributing commission...
Press Center
Aug 20, 2021
Conversations with CANNEX Q&A: David Lau of DPL Financial Partners Cannex’s Tamiko Toland discussed the challenges of selling annuities to registered...
Press Center
Sep 08, 2021
The Tax-Efficient Frontier: Improving the Efficient Frontier with the Power of Tax Deferral Every financial advisor is familiar with the concept of...
Our Team
Hailey is the Marketing Manager, supporting the department through various roles from graphic design, to social media, and conference and event coordination.
Our Team
Prior to joining DPL, Alex was a Tax Manager at Deloitte Tax LLP where he gained experience serving a wide variety of industries including manufacturing and distributions, media and entertainment, real estate, and financial services, operating both domestic and internationally.