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Tuesday, October 6, 2026The Morning Brief →Sign in
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DPL Financial Partners

In PWD coverage since September 16, 2026 · 3 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 15, 26Deal announcedSS&C Technologies Holdings · Protective Life Insurance Company · Jackson National Life Insurance Company — coverage
PWD coverage
The Close

Seven carriers, one workflow: the annuity becomes billable

Turning legacy held-away contracts into fee-based AUM creates a fee pool that did not exist before, and whoever owns the conversion owns the pricing.
income · Sep 16SS&C widens Black Diamond's annuity shelf to seven carriers
RIA · Sep 16SS&C turns the held-away annuity into a billable asset
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