Advisor transitions to RIA model and growing consumer interest in modern annuities drive 200% growth in AUA in 24 months
LOUISVILLE, Ky.–(BUSINESS WIRE)–Subhead of release should read: Advisor transitions to RIA model and growing consumer interest in modern annuities drive 200% growth in AUA in 24 months
The updated release reads:
DPL Financial Partners Surpasses $5 Billion in Annuities on Platform
Advisor transitions to RIA model and growing consumer interest in modern annuities drive 200% growth in AUA in 24 months
DPL Financial Partners, the leading annuity and insurance platform for RIAs, today announced that it surpassed $5 billion in annuity assets. The achievement was driven by accelerated adoption of commission-free annuity products by the wealth management industry and growing consumer demand from individual investors for transparent, low-cost annuity solutions.
“Surpassing $5 billion on platform is a significant accomplishment and reflects DPL’s leadership position as more RIA firms seek a holistic, integrated insurance solution,” said DPL Founder and CEO David Lau. “The largest, fastest growing firms are increasingly leveraging our technology, products, and expertise to help achieve their growth goals. Our solutions not only help them drive efficiency and recurring revenue but also unlock significant value for their clients through better-priced products and enhanced benefits that strengthen their financial plans.”
DPL continues to enhance its industry-leading technology to meet the evolving needs of its member base. The evolution of its annuity comparison calculator—originally developed to enable individual policy comparisons—into a mass annuity analysis engine now delivers detailed evaluation of thousands of policies at a time.
Using this technology, active acquirers can quickly value annuity books of business to improve due diligence and strategically inform the subsequent transition of assets to an advisory model that delivers value to clients, advisors, and the firm.
DPL supports more than 8,500 RIA firms either directly or through integrations with the leading wealth management platforms, including Black Diamond and Orion. This allows advisors to discover, fulfill, manage, and bill on a range of annuity and insurance products within their existing software and workflow.
To learn more about DPL and commission-free annuities, visit dplfp.com.
About DPL Financial Partners
DPL Financial Partners is the leading insurance solution for registered investment advisors (RIAs), bringing commission-free annuities and best-in-class insurance products from the nation’s top carriers to RIAs, their clients, and individual investors. DPL’s tools and technology can transform RIA practices, seamlessly incorporating these solutions for truly holistic client service. Clients and individual investors benefit from products that offer competitive pricing and transparent, fiduciary implementation to meet a range of financial planning needs. For more information, visit www.dplfp.com.
Contacts
DPL CONTACT:
Greg Joslyn, The Lowe Group
[email protected]
(414) 376-7275
