Rethinking the Annuity Paradigm
This week, David Lau talks with Tom Smith, Chief Growth Officer at DPL Financial Partners, about the evolution of the 401(k) market and the current shift toward commission-free, advisory insurance. From deconstructing outdated commission structures to modernizing technology, workflows, and advisor …
The RIA Landscape from a Private Equity Perspective
This week, David Lau talks with Brian Saunders, Managing Director and Head of Private Equity at Atlas Merchant Capital, about how private equity investors are adopting innovation across financial services and why infrastructure, technology, and better client outcomes are driving the next wave of gr…
Strengthening Your Service Offering: The Role of Annuities
How can advisors better meet their clients' needs and preferences when it comes to insurance and annuities? In the first episode of a new miniseries exploring the key services advisors can offer to strengthen their practice, Head of Practice Management Catherine Williams sits down with DPL Financia…
The Macro Forces Reshaping Retirement
This week, David Lau talks with Galen Shaffer, Principal at Eos Venture Partners, about the macro forces reshaping retirement. Galen offers a rare inside view into how insurers think about annuities, innovation, and the future of wealth management. From solving the income challenge for 70 million A…
Ozempic: Boon for Diabetes Patients, Burden for the Health System?
Canada has a new distinction. Our country has been crowned the second-largest Ozempic user in the world. Most of us know about Ozempic’s class of drugs, GLP-1s, for weight loss, courtesy of testimonials from celebrities like Oprah Winfrey. But the reality is Ozempic, or semaglutide, was first devel…
A New Era of Annuities: Insights from David Lau of DPL Financial Partner
On Zephyr’s Adjusted for Risk Podcast, host Ryan Nauman welcomes David Lau, founder of DPL Financial Partners, to discuss how modern, low-cost, commission-free annuities can help address retirement income gaps as pensions decline and Social Security remains uncertain. Lau explains why annuities are…
Integrating Fee-Based Annuities into Household Wealth Management with David Lau
This week, Jack Sharry talks with David Lau, Founder & CEO at DPL Financial Partners. David is an innovator and disruptor in the financial services industry and one of the pioneers in fee-based annuities and in making annuities more accessible. His firm focuses on integrating innovative insurance p…
Academic Rigor, Fiduciary Innovation, and the Future of Advice
This week, David Lau talks with Bryce Skaff, Co-Head of the Global Client Group at Dimensional Fund Advisors. Since 1998, Bryce has played a key role in shaping Dimensional’s client experience, leading teams and initiatives that support advisors, intermediaries, and institutional investors worldwid…
Inside Allworth’s Partnership Model
This week, David Lau talks with Sara Baker, Executive Vice President of Mergers & Acquisitions at Allworth Financial, about partnership models, RIA growth, and what it takes to build a modern advisory firm. Sara discusses what separates firms that just grow from those that grow with purpose and how…
How to Give Clients More Peace of Mind in Retirement
On this episode of Talking Wealth, Ben Carlson is joined by David Lau, founder and CEO of DPL Financial Partners. They discuss the evolving role of insurance and annuities in financial planning, why many advisors remain wary of these products, how annuities can help manage retirement income and lon…
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