SS&C Technologies Holdings, the company behind the Black Diamond platform, and DPL Financial Partners are partnering to provide advisors with a fee-only insurance solution early next year.
Financial advisors can't expect to provide holistic advice for their clients if they ignore insurance planning.
It can be easy to fall for misrepresentations.
Whole Life insurance is often misunderstood by both clients and their advisors. Here's a crash course.
It’s time to separate fact from fiction.