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Tara Siegel Bernard

For More Certainty in Your Retirement Portfolio, Consider Annuities

Feb 07, 2023

In a kinder universe, retirees wouldn’t need to worry about market volatility or outliving their...

Beware of Wall Street's Groundhog Predictions

Feb 02, 2023

When the famous groundhog is pulled from his burrow today to drop his meteorological insight...

Haley Cawthon

DPL Financial Partners hires exec to lead distribution

Feb 01, 2023

DPL Financial Partners has hired a new executive to lead its distribution efforts. The Louisville-based...

Neal Templin

2 Annuities That Are Worth a Look Now

Jan 16, 2023

Rising rates have made annuities of all stripes more interesting investments, but two in particular...

Vanya Horneff, Raimond Maurer & Olivia S. Mitchell

Fixed and Variable Longevity Annuities in Defined Contribution Plans: Optimal Retirement Portfolios Taking Social Security into Account

Jan 01, 2023

This paper investigates retirees’ optimal purchases of fixed and variable longevity income annuities using their...

David Lau

Reflecting Back on a Testing Year and Looking Ahead to 2023

Dec 27, 2022

The annuity market is booming and for good reason. The economic and market upheavals experienced...

Haley Cawthon

Ranked: These were the 10 largest VC deals of 2022 in Kentucky, Southern Indiana

Dec 20, 2022

While 2022 is proving to be yet another year for the record books when it...

RIA Biz

DPL Financial makes 'happy thing' hire of Rachel Cameron, the Black Diamond alumna who wired as much as 40% of all their net flows

Dec 12, 2022

The Louisville, Ky., annuities supermarket credits her with having the vision to rid the held-away-asset...

Karen Hube

Why High-Net-Worth Investors Are Paying More Attention to Annuities

Dec 07, 2022

Wealthy investors are wising up to the unique benefits of annuities. While these insurance-sold investment...

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