Expanded partnership gives thousands of RIAs direct access to DPL’s no-load annuity marketplace and technology
Omaha, NE, Feb. 27, 2024 — DPL Financial Partners and Orion Advisor Solutions today announced an expanded partnership to build upon the firms’ existing integration and provide fee-based financial advisors on the Orion Advisor Technology platform with direct access to DPL’s commission-free annuity marketplace, Product Discovery Tools, and team of licensed insurance consultants.
“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,” said Brian McLaughlin, President of Orion Advisor Technology.
“We recognize DPL is the leader when it comes to making fiduciary-friendly annuities accessible to RIAs and, with this partnership, advisors using Orion technology can broaden their offering to deliver greater client value and grow their firms with scalable, modern solutions.”
In addition to a comprehensive line-up of commission-free annuities and best-in-class life, disability and long-term care products, Orion advisors will have direct, integrated access into DPL’s proprietary tools for discovering and comparing annuities by type, benefits, and costs. Robust data feeds from DPL into the Orion Advisor Technology platform enable management of annuity assets alongside other investments in the client’s portfolio.
“Commission-free annuities and insurance solutions are critical tools for fiduciary advisors to serve the holistic needs of their clients and grow their practices,” said DPL Founder and CEO David Lau. “Orion is a homebase for thousands of advisors and, through this partnership, they now can directly access annuity and insurance solutions to meet needs in the financial plan, strengthen client relationships, and scale their business as part of their fiduciary process and existing workflow.
Advisors can contact Orion at SME-integrations@orion.com for more information about the expanded partnership with DPL.
About DPL Financial Partners
DPL Financial Partners is the leading insurance marketplace bringing best-in-class solutions from the nation’s top carriers to registered investment advisors (RIAs), their clients and consumers. DPL’s products, proprietary tools and embedded technology enable RIAs to incorporate insurance and annuities into their practices to more holistically serve their clients. Clients benefit from products that offer competitive pricing and transparent, fiduciary implementation to meet a range of needs in the financial plan. www.dplfp.com
About Orion Advisor Solutions
Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. Orion services $4.1 trillion in assets under administration and $65.9 billion of wealth management platform assets (as of December 31, 2023) and supports over six million technology accounts and thousands of independent advisory firms. Today, 12 out of the Top 15 Barron’s RIA firms1 rely on Orion’s technology to power their businesses and win for investors. Learn more at Orion.com.
Orion Contact:
Alexandra Lynn
StreetCred PR
lexandra@streetcredpr.com
orion@streetcredpr.com
929-317-4240
DPL Contact:
Greg Joslyn
The Lowe Group
greg.joslyn@lowecom.com
414-376-7275
1 Source: 2023 Top 100 RIA Firms, Barron’s, 2023