After piloting with select partner firms, the commission-free annuity platform's latest module has seen nearly $1 billion in annuity assets uploaded since its late-2025 soft launch.
No matter what you call them—“consolidators,” “aggregators,” or the newly popular “mega RIAs”—today’s large wealth management firms pursuing acquisitions, roll-ups and tuck-ins all share a common goal ...
The offering is intended to help advisers identify annuity contracts that can be exchanged for a fee-based product and to improve efficiency. DPL Financial Partners LLC, an annuity and insurance ...
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