DPL Financial Partners, a Louisville, Kentucky-based insurance platform for registered investment advisers, and SS&C Technologies Holdings of Windsor, Connecticut, have launched an insurance platform that allows advisers to access a range of fee-only products through the Black Diamond Wealth Platform and DPL’s proprietary Product Discovery Tools.
The platform, called the SS&C Advent Insurance Marketplace Powered by DPL, combines technology and insurance consultants to provide access to and information about annuities, life insurance, long-term care and disability offerings.
Insurers that are making their products available through the marketplace include Allianz Life Insurance Co. of North America, Great American Life Insurance Co., Security Benefit Life Insurance Co. and Midland National Life Insurance Co.
While industry statistics pointing to a succession crisis can cause alarm, advisor-owners should be free to consider a middle path between staying solo and catching the surging wave of M&A.
New joint research by T. Rowe Price, MIT, and Stanford University finds more diverse asset allocations among older participants.
With its asset pipeline bursting past $13 billion, Farther is looking to build more momentum with three new managing directors.
A Department of Labor proposal to scrap a regulatory provision under ERISA could create uncertainty for fiduciaries, the trade association argues.
"We continue to feel confident about our ability to capture 90%," LPL CEO Rich Steinmeier told analysts during the firm's 2nd quarter earnings call.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
