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Showing 18 Results of 162

Video

Just OK is Not OK

Dec 03, 2020
As a part of the 2020 Investment News Icons and Innovators Summit, DPL's Founder and...

Video

SS&C Announces SS&C Advent Insurance Marketplace Powered by DPL

Sep 29, 2020
Powered by DPL Financial Partners, the SS&C Advent Insurance Marketplace gives advisors direct integrated access...

Article

Q3 Advisor Alert Newsletter

Aug 10, 2020
DPL's Advisor Alert provides insurance and annuity insights to fee-only advisors. Download the newsletter to...
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Article

RIA Retirement Planning Survey 2020: Executive Summary & Key Findings

Jul 30, 2020
The 2020 RIA Retirement Planning Survey provides insight into advisors’ current retirement planning practices and...
DOWNLOAD EXECUTIVE SUMMARY

Video

A Day at DPL with David Blanchett | Goal setting with clients

Jun 25, 2020
David Blanchett, with Morningstar, and DPL's David Lau discuss the importance of goal setting with...

Video

A Day at DPL with David Blanchett | Retirement planning for younger clients

Jun 25, 2020
Starting the conversation with younger clients about annuities and retirement income is easier than you...

Video

A Day at DPL with David Blanchett | Level setting with annuities

May 18, 2020
David Blanchett, head of retirement research for Morningstar’s Investment Management group, says that among the...

Video

A Day at DPL with David Blanchett | The magnitude of failure

May 12, 2020
David Blanchett, head of retirement research for Morningstar’s Investment Management group, talks with DPL’s David...

Video

A Day at DPL with David Blanchett | Guaranteed income: a forgotten household asset

May 06, 2020
In this short video, David Blanchett addresses the importance of guaranteed income and his belief...

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