DPL and tech firm launch online insurance marketplace

DPL and tech firm launch online insurance marketplace
The platform, called the SS&C Advent Insurance Marketplace, allows advisers to access a range of fee-only products through Black Diamond Wealth Platform and DPL's proprietary Product Discovery tools.
AUG 10, 2021

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.

Don't worry about competitors, focus on clients and doing things right

Latest News

RIA moves: Beacon Pointe tops $4B in New England with latest female-founded partner firm
RIA moves: Beacon Pointe tops $4B in New England with latest female-founded partner firm

Meanwhile, Carson Group fully integrates a decades-old practice in Phoenix, Arizona, and Triad Wealth touts its 5x growth to hit a $2 billion milestone.

Gen Z is cutting spending but retirement savings are still constrained by living costs: BofA
Gen Z is cutting spending but retirement savings are still constrained by living costs: BofA

Matt Gellene shares the bank’s latest research on how young adults are managing their finances.

For most advisors, AI turns from threat to competitive necessity
For most advisors, AI turns from threat to competitive necessity

Survey data reveal a widening divide between early AI adopters and those still on the sidelines – with career stage and AUM emerging as key fault lines.

Participation without panic: How outcome-driven ETF portfolios keep skittish clients invested
Participation without panic: How outcome-driven ETF portfolios keep skittish clients invested

Sitting between equity and insurance-like solutions, defined-outcome ETF strategies have matured as an alternative to staying in cash during choppy markets.

Can AI double advisor productivity?
Can AI double advisor productivity?

Orion CEO Natalie Wolfsen says artificial intelligence could double the number of Americans receiving financial advice as RIAs deploy AI to boost advisor productivity

SPONSORED Beyond wealth management: Why the future of advice is becoming more human

As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management

SPONSORED Durability over scale: What actually defines a great advisory firm

Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline