A Day at DPL: Recent Episodes
DPL Financial Partners
This educational series explores industry trends and best practices, providing advisors like you with critical insights to better serve your clients and grow your business. *This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.
In this episode, learn about a new and innovative asset allocation option for RIAs - the Avantis Barclays Volatility Control Index, available through the Security Benefit ClearLine Fixed Index Annuity. DPL's David Lau interviews the designer of this accumulation option, Eduardo Repetto of Avantis Investors and President of Security Benefit, Doug Wolff.Neither Barclays Bank PLC (“BB PLC”) nor any of its affiliates (collectively, “Barclays”) is the issuer of the fixed index annuity (the “Product”) and Barclays has no responsibilities, obligations or duties to purchasers of the Product. The Avantis Barclays Volatility Control Index (the “Index”), including as applicable any component indices that form part of the Index, is a trademark owned by Barclays. Barclays’ only relationship with the Issuer in respect of the Index is the licensing of the Index, which is administered, compiled and published by BB PLC in its role as the index sponsor (the “Index Sponsor”) without regard to the Issuer or the Product or purchasers of the Product. The Product is not sponsored, endorsed, sold or promoted by Barclays and Barclays makes no representation regarding the suitability of the Product or use of the Index or any data included therein. Barclays shall not be liable in any way to the Issuer, purchasers or to other third parties in respect of the use or accuracy of the Index or any data included therein.
The Avantis U.S. Quality Large Cap Index and the proprietary data related thereto (the “Avantis Index”) are the property of American Century Investment Management, Inc. (“American Century”) and are used under license by Barclays Bank PLC. Neither American Century nor any of its affiliates makes any representation, warranty or assurance, express or implied regarding the Avantis Index, the advisability of purchasing securities generally or the Product particularly or the ability of the Avantis Index to track general market performance or provide positive investment returns.
Neither American Century nor its affiliates are under any obligation or liability in connection with the Product. Inclusion of a security within the Avantis Index is not a recommendation by American Century or its affiliates to buy, sell, or hold such security, nor is it considered to be investment advice. American Century does not guarantee the accuracy and/or the completeness of the Avantis Index and American Century is not and shall not be subject to any damages or liability, direct or indirect, consequential or punitive for any errors, omissions, or delays in or related to the Index.
This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.
In this two- part episode DPL's founder and CEO David Lau interviews head of Inside Information, Bob Veres. In this segment, they discuss the fixed income challenge and how advisor's are moving away from the AUM model.
For more information visit www.dplfp.com
In this two- part episode DPL's founder and CEO David Lau interviews head of Inside Information, Bob Veres. They discuss new Product Discovery Tools now available to advisors on the DPL website as well as industry trends affecting RIAs today.
For more information visit www.dplfp.com
Colin Savage from one of DPL's investors, Atlas Merchant Capital LLC, shares his thoughts on macro trends in the advisory & insurance industries, why Atlas got behind DPL's vision and business model, and the role technology will play in retirement planning moving forward.
In this episode, Wade Pfau and Alex Murguia of Retirement Researcher, share an innovative new tool called the Retirement Income Style Awareness® Profile (RISA). This assessment may help consumers choose the right path for retirement and allows advisors to create a more personalized income strategy that empowers clients.
To learn more about the RISA go to https://risaprofile.com/dpl/.
Eduardo Repetto and Pat Keating of Avantis Investors share how they started and grew Avantis, speak more about the company's investment approach and how they're working with DPL to create innovative investment solutions.
*Some of the offerings mentioned are still in development, and neither American Century nor Avantis currently manage such offerings.
Opinions and estimates offered constitute our judgment and are subject to change without notice. This information is for educational use only and is not intended as a personalized recommendation or fiduciary advice and should not be relied upon for investment, accounting, legal or tax advice.
In the newest episode of A Day at DPL Podcast, Christine Benz from Morningstar shares more on creating intelligent retirement portfolios, consumer retirement readiness and the latest findings in her recent white paper.
Hear as DPL's David Lau interviews Tamiko Toland, Director of Retirement Markets for Toronto-based CANNEX. They discuss best practices on how to talk to clients about annuities, the importance of understanding annuities for proper retirement planning, and top findings from the most recent Guaranteed Lifetime Income Study.
Listen as Michael Finke, Academic and Professor at the American College of Financial Services, shares his research on the psychology of retirees, the behavioral benefits annuities can provide, and best practices for generating guaranteed income for clients.
Hear from Steve Leivent, SS&C SVP & Co-General Manager, and David Lau, DPL Founder and CEO, as they discuss the newest partnership with DPL, how technology has transformed the client-advisor relationship, and how Black Diamond plans to elevate the experience to a new level in the future.
In this episode, former CEO of Jackson Holdings LLC, Michael Falcon, touches on a range of topics with DPL's founder and CEO, David Lau. They discuss the importance of helping people truly understand how annuities work, technology innovation, and how Jackson continues to lead in this current environment.
In this one-on-one interview, Founder and President of MarketCounsel, Brian Hamburger, and DPL's Founder and CEO, David Lau, discuss best-practices during the pandemic, ways to remain a leader in the industry, and what's currently trending with Breakaway firms.
DPL's Founder and CEO, David Lau, sits down with President and CEO of Allianz Life Insurance Company of North America, Walter White in this one-on-one interview. They discuss industry trends, insurance and investment solutions, and new technology for RIA’s.
*Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America. Variable annuity guarantees do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions.
Products are issued by Allianz Life Insurance Company of North America, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. Variable products are distributed by their affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. www.allianzlife.com.
Research from leading academic, Wade Pfau, shows that many people really like annuities and want to use them in their retirement portfolio. Hear how annuities can provide clients peace of mind and permission to spend during retirement.
David Blanchett, Ph.D., CFA, CFP®, head of retirement research for Morningstar’s Investment Management group, says that among the academic community, the value of using annuities for guaranteed income is a “no-brainer.” Many advisors, however, categorically dismiss the products. Hear his discussion with David Lau about whether refusing to use an entire product category is truly in the best interest of clients and many other topics around retirement income.
Wade Pfau talks about his latest book, “Safety-First Retirement Planning,” highlighting his belief that a blend of investments and annuities is the most efficient way to fund a secure retirement.
You can learn more from Wade and check out his book here https://retirementresearcher.com/books/
In this episode, Wade Pfau, Professor of Retirement Income at the American College of Financial Services, talks to DPL Founder and CEO, David Lau about common misconceptions around annuities. Listen as they debunk these myths.