Advisor Revelations

How Orion is Meeting Demand for Fee-Based Insurance Solutions

This week, Kameron McRay talks with George Svagera, Senior Vice President of Institutional Sales at Orion Advisor Solutions. George leads a talented team of sales professionals to deliver Orion's industry-leading technology and wealth management solutions to broker-dealers, banks, trust companies, and custodians. George talks with Kameron about how Orion meets the growing demand for fee-based annuities and insurance. He discusses the integration of DPL's discovery tools into Orion Connect, the launch of Orion's RIA Accelerator program for breakaway advisors, and how firms can transition without sacrificing assets or revenue. George also explains why insurance solutions are becoming a revenue-driving force for modern RIAs and why adding commission-free annuities directly into advisors' workflows is a game-changer for both client outcomes and firm profitability.

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 Americans retiring this decade and the rise of the fiduciary RIA model to the AI gold rush and long-term care needs, she discusses why the next frontier of holistic advice must bridge the gap between investment management and sophisticated insurance protection. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

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 growth. They also discuss the evolving RIA landscape, the shift toward holistic advice, and how technology is reshaping everything from insurance and retirement planning to crypto and digital assets. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

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 experience, they discuss how DPL is bridging the gap for RIAs and hybrid advisors, turning insurance and annuities into a core component of modern, holistic advice. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

Risk Management's Role in Holistic Financial Planning

This week, Amy Arnett talks with Brad Mendenhall, Executive Vice President for Insurance Solutions at DPL. They discuss why insurance matters in holistic financial planning and how modern RIAs can integrate it into the planning process without becoming insurance experts. They also share how technology, product innovation, and a partnership with DPL can serve as a roadmap for leaders looking to enhance their clients' experience, increase AUM, and bridge the gap between asset management and protection. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.