DPL Financial Partners and Orion Advisor Solutions Tuesday announced a broadening of their partnership to give fee-based financial advisors using the Orion Advisor Technology platform increased access to DPL’s commission-free annuity marketplace.
In addition to DPL’s suite of commission-free annuities and other insurance products, Orion users will also have direct, integrated access to DPL’s tools for finding and comparing annuities according to type, benefit, and cost.
“We’re excited to provide thousands of advisors with access to insurance products through Orion’s expanded partnership with DPL. In an increasingly competitive advisory environment, advisors have told us that bringing their clients’ insurance under the fiduciary umbrella will help to differentiate their firm and offering,” Brian McLaughlin, president of Orion Advisor Technology, said in a statement.
DPL founder and CEO David Lau called Orion a “homebase for thousands of advisors,” adding the partnership will now enable advisors worldwide to directly access annuity and insurance solutions to “strengthen client relationships and scale their business as part of their fiduciary process and existing workflow.”
Orion is the second major platform for DPL. In August 2021, the company hooked up with SS&C Black Diamond to launch an insurance platform allowing advisors to access a range of products through the Black Diamond Wealth Platform.
The regulator has been trying to reach imprisoned advisor Jason Foley.
Magnificent 7 firm continues to ‘right size’ workforce in AI-related shift also seen in financial services.
Healthcare inflation running at 280% of CPI - and most HSA holders are sitting in cash.
New research identifies the practice habits driving 121% DC AUM growth among the industry's top performers.
Six-figure losses, social media lures and impostor schemes are draining older clients’ savings, report to Congress shows.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
