David Lau is widely recognized as an innovator and disruptor in the financial services industry. He is a sought-after speaker, commentator and advisor by financial journalists, insurance carriers, RIA firms, fintech companies and others seeking insights on industry products, trends and best practices. His work has received coverage in The Wall Street Journal, Barron’s, CNBC, Wealth Management and other financial media. Currently, Mr. Lau is the CEO of DPL Financial Partners, a firm he founded in 2014 to bring commission-free, value-driven financial services products to the RIA channel. DPL went to market in 2018; in that time, over 800 RIA firms have joined DPL to implement insurance and annuity products, from 18 leading carriers, into their practices.
Prior to founding DPL, Mr. Lau was chief operating officer of Jefferson National, a leading innovator of tax-advantaged investing strategies for registered investment advisors (RIAs) and fee-based advisors at broker-dealers. Earlier in his career, David served as chief marketing officer of E*Trade Bank and its predecessor TeleBank, the nation’s first internet bank, where he helped pioneer branchless banking.