DPL Financial Partners RIA Survey Shows Continued Uptick in Annuity Usage, but Finds Many Still Rolling the Dice With Risky Investments for Retirees

DPL Financial Partners RIA Survey Shows Continued Uptick in Annuity Usage, but Finds Many Still Rolling the Dice With Risky Investments for Retirees

LOUISVILLE, Ky., September 30, 2021 –( BUSINESS WIRE )–DPL Financial Partners ("DPL"), the leading turnkey insurance platform for registered investment advisors ("RIAs"), released the results of its annual RIA Retirement Planning Survey, which found many advisors still trying to adapt their practices to the realities of this era of low interest rates. While many are struggling with increased risk in client portfolios and the challenges of billing AUM fees on low yielding assets, a growing number of their peers embrace the income and downside protection features offered by annuities to solve these problems. The survey, which polled more than […]

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