Welcome to Due Diligence Works
our friends call us DDW
How Can We Help You?
Reasonably Available Alternatives Tool
ERISA Roll Over Tool
Product Shelf Management
Docupace - DDW Integration
Investment and Insurance Products
We cover them all. You would expect your Financial Professional to look across products before selecting the best choice for a client. You should expect the same from your due diligence firm.
What We Believe Is Important
Due diligence is not just for the back office. Organizing research and tailoring the information to the correct audience is a key reason our content is used up and down the organization from the front office to the back.
Financial Services can be a complicated business, especially when reading a prospectus or sifting through product data. We turn data into actionable information and speak in plain English.
And should not be that expensive. We have already done the hard work on product due diligence. Putting it all together into Reg Tech (Reg BI and 401k Rollovers) is pretty straight forward for us.
Due Diligence Can Help Sales
Gone are the days of thick due diligence reports which nobody reads. There is great content produced through proper due diligence, we take great pride in producing these reports, but even more in how it is consumed. Our content is meant to be read by home office (analyst to president) and by Financial Professionals. We show products in a way that FPs need to see to help their clients.
We also believe Financial Professionals are typically good at talking to clients about market commentary. But often struggle to convert that conversation into a product sales tied to the client need. We have created the DDW Market Insights which takes the current market conditions and talks to actual products that can implement that market idea. This is helpful for the FP and Sales Managers to have the right conversation to help clients and grow the business.
Welcome to Our Blogs
According to Stanger Investment Banking, non-traded REITs raised almost $12bn in 2019 and nearly $11bn in 2020. In 2021, Blackstone Group’s BREIT fund raised just short of $25bn. Real estate research firm Green Street estimates that, at the peak of fundraising in the fourth quarter of 2021,...
Here’s What Rising Rates Mean to Jeffrey “Bond King” Gundlach Renowned investor Jeffrey Gundlach, popularly known as the "Bond King" (Bill Gross isn’t the only one to have earned this title) and CEO of Doubleline Capital, recently shared his macro views during a talk attended by DDW. Overall, he...
Takeaway: In today's MLCD marketplace, where there is FDIC insurance, should you be offering MLCDs with lower caps? Summary: As one of our clients said at the end of a discussion like the one below: “If I'm comparing apples to apples, why take the bruised ones?” “Wash, Rinse, Repeat” has been the...
Summary: Even now, there was a lot of talk about Reg BI and what it really means. They reiterated that Reg BI needs to focus on costs, conflicts, reasonable available alternatives, commission vs advisory, account (type) opening recommendation, product recommendations...and that's not all of it. ...
The structured product market has been akin to riding a roller coaster over the past few years. Much of this wide ride has been attributed to the volatility of the market, and until early 2022 the fixed rate environment remained anemic. Prior to these higher interest rates, investors needed to...
Over the last 12 months, we have seen the fed funds rate increase by 4.5%, directly affecting equity and bond markets. Yields have finallyrisen, and we are now actually getting a return on our cash in a savings account or just buying treasuries. This is a good thing for Americans.But inflation has...