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.
Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.
A federal appeals court says UBS can’t force arbitration in a trustee lawsuit over alleged fiduciary breaches involving millions in charitable assets.
NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.
Rather than big projects and ambitious revamps, a few small but consequential tweaks could make all the difference while still leaving time for well-deserved days off.
Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.
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.
