DPL Financial Partners Hires Tom McCarthy to Accelerate RIA Insurance Platform Growth

DPL Financial Partners, a leading annuity and insurance platform for registered investment advisors (RIAs), has appointed Tom McCarthy to head its sales and distribution efforts. This strategic hire aligns with DPL's ongoing expansion targeting enterprise firms seeking scalable solutions to support organic growth and a stronger market presence within the RIA space. McCarthy's extensive experience includes leadership roles at Orion Advisor Solutions and AssetMark, where he significantly contributed to scaling assets under management and integrating wealth planning services at an enterprise level. In his role at DPL, McCarthy is expected to drive the firm's growth in advisory-centric insurance and structured financial solutions tailored for the RIA and wealth management ecosystems. His expertise in scaling national distribution organizations and facilitating major integrations is positioned to accelerate DPL's enterprise-level adoption and market penetration. McCarthy highlighted the evolving nature of the insurance and annuity distribution model within fiduciary frameworks and the importance of leveraging technology to modernize protection and income offerings. DPL Financial Partners supports a sizable network of 8,500 advisory firms managing a combined $3 trillion in assets under management. The company recently surpassed $5 billion in assets under administration on its annuity and insurance platform, reflecting notable growth in its market footprint. This positions DPL as a key player in providing commission-free annuity products and embedded technology solutions that enable RIAs to incorporate insurance strategies comprehensively into their client offerings. This development signifies increasing enterprise interest in integrated insurance and annuity solutions that align with fiduciary standards in advisor-driven environments. DPL's platform and growth trajectory illustrate broader trends in the financial advisory space toward adopting scalable, technology-enabled structured solutions. The appointment of an experienced sales leader like McCarthy supports DPL's ambition to sustain rapid growth and further penetrate the wealth management market.