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John Manganaro

A New Framework for Fee-Based Annuities with David Lau

Dec 17, 2024
David Lau, the founder and CEO at DPL Financial Partners, is widely recognized as an...

Article

Annuity Owners Have Peace of Mind In Retirement

Dec 06, 2024
2024 was a watershed year for annuities – and that’s likely to continue. When people...
Alex Ortolani

DPL, Offering Commission-Free Annuities, Gets $23M in Funding

Dec 04, 2024
DPL Financial Partners LLC, which offers advisers access to commission-free annuities, has gotten a $23...
Life Insurance International

DPL Financial Partners lands $23m investment

Dec 04, 2024
DPL Financial Partners, a platform for commission-free annuities, has raised $23m in a Series C...
Piper Hansen

DPL Financial Partners gets $23M in PE deal from insurers

Dec 03, 2024
A Louisville-based platform for commission-free annuities closed a round of primary capital funding Tuesday it...
DPL Financial Partners

DPL Financial Partners secures $23M in equity capital

Dec 03, 2024
Series C funding will accelerate platform development and expand distribution of commission-free annuities and insurance...
Brooke Southall

'Oversubscribed' DPL Financial raises $23 million -- including from insurers it screens; cash is earmarked to build 'straight-thru' annuity purchases

Dec 02, 2024
CEO David Lau talked to RIAs before accepting capital from TIAA and others and wants...
DPL Financial Partners

DPL teams up with Envestnet for data integration

Nov 12, 2024
Partnership with leading wealthtech platform provides integrated view of annuities and other insurance products as...

Article

Are You Ready for Year-End Planning?

Nov 11, 2024
It’s time to take steps to minimize taxes, maximize income, and protect assets. If you...

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