Dpl Financial Partners Acquiring Annuityfix To Help Breakaway Advisors Retain Annuity Assets And Better Serve Clients
Dpl Financial Partners Acquiring Annuityfix To Help Breakaway Advisors Retain Annuity Assets And Better Serve Clients
09/20/23, 6:46 PM
Location
louisvillelouisvilleDPL Financial Partners, the leading commission-free insurance platform for RIAs, today announced that it is acquiring AnnuityFix and its affiliated broker-dealer, Johnstone Brokerage Services. The acquisition enhances DPL’s Breakaway Accelerator program, which allows financial advisors to transition their legacy annuity business to a fee-based business model, enabling many to go completely independent. DPL appointed AnnuityFix Founder Grant Johnstone as chief compliance officer and chief legal officer and said the firm’s employees will join DPL.
Company Info
Location
w dry creek circle
Louisville, Kentucky, United States
Company info
DPL Financial Partners is the leading commission-free insurance marketplace that brings solutions from a variety of the nation's top carriers to registered investment advisors (RIAs) and their clients. DPL’s products, proprietary tools and embedded technology enable RIAs to incorporate insurance and annuities into their practices to more holistically serve their clients. Clients benefit from products that offer competitive pricing and fiduciary implementation rather than commissioned, sales-driven ones. www.dplfp.com