DPL’s popular podcast series for financial advisors featuring growth strategies and best practices s
The transition to independence can be a challenging process for financial advisory firms. However, w
Welcome to another insightful episode of the "A Day at DPL" segment of the Advisor Revelations podca
Tax planning is a multifaceted approach that extends beyond simply complying with tax obligations. I
As retirement age draws near, having a well-structured and enduring financial plan becomes even more
Annuities can be powerful tools for legacy planning when used strategically. The non-qualified stret
Michael Finke and David Lau explore the unique challenges faced by retirees and the critical need fo
When it comes to insurance, finding the right solution is often like looking for a needle in a hayst
As people bid farewell to the workforce and prepare to embrace their golden years, maintaining a ste
The shift towards advisory fees in the annuity industry has transformed the way advisors approach th
The intersection of technology and innovation plays a pivotal role in shaping management platforms f
As economic landscapes fluctuate and tax regulations evolve, ensuring clients' financial health requ
Traditional retirement plans, like 401Ks, are undoubtedly valuable instruments for accumulating savi
Research from leading academic, Wade Pfau, shows that many people really like annuities and want to
When it comes to annuity solutions, the prevalent approach often involves pre-packaged options rathe
The emergence of digital platforms and new technologies has transformed the way advisory firms opera
Scaling a business is not an easy task, and advisors often find themselves stretched thin as they tr
As retirement approaches, many individuals begin to consider their income streams for the future. Wh
Wealth management has undergone a significant transformation in recent years. As a result, many fina
Taxes and annuities are two essential components that can significantly impact a client's overall ou
Interest rates have been a hot topic in the financial world for some time now. Financial advisors ha
