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RIAs’ outlook on economy lukewarm, survey shows
Inaugural study finds more than two-thirds expect at least mild growth in the stock market, while nine-tenths brace for continued volatility.
Orion, DPL join forces to offer commission-free annuities to advisors
Users of Orion's tech platform will now have direct access to DPL’s tools for finding and comparing annuities.
Commission-free annuity sales trend remains strong, says DPL founder
DPL's product line saw sales of more than $1 billion last year, more than doubling its 2022 total.
DPL Financial Partners doubles annuity sales to $2B in little more than a year
Breakaway fiduciary practices have helped accelerate the firm's sales.
Annuities are changing the game for advisors
Experts discuss the advantages of annuities and a handy tool for advisors at a recent webinar.
The annuity industry eyes another record year after 2022’s grand slam performance
Like baseball star Aaron Judge, annuity sales set a record in ‘22. Here’s why the retirement income instrument could pop out of the dugout for a curtain call in ‘23.
Annuity sales stay torrid in Q3 with help from banks
Bank sales propelled fixed-rate deferred and fixed-indexed annuity sales to hit record levels for the second consecutive quarter.
3 guaranteed-income strategies for an uncertain economy
Investors are clamoring for guaranteed-income strategies this year primarily due to an uncertain stock market and spiraling inflation.
The latest in financial #AdviserTech — October 2022
DPL Financial Partners’ $20 million in additional capital, Ethic Investing’s $50 million Series C round, and the demise of UBS’ deal for Wealthfront are among the highlights of this month's roundup.
New tool helps define retirement income styles
The Retirement Income Style Awareness profile matrix matches clients' preferences with financial solutions.
Eldridge, Atlas Merchant doubling down on annuity provider DPL Financial
The two private investors are investing $20 million of additional capital in the commission-free insurance specialist.
Insurance network for RIAs says MYGA is the future for annuity sales
DPL added 11 more multi-year guaranteed annuities, or MYGAs, to its commission-free marketplace, which previously included a single product in that category.
