We Serve Wealth Firms in All Channels


LATEST UPDATES >  Regulation Best Interest - Regulation NYS 187 - State Fiduciary Rules

What We Do

We help Broker-Dealers, RIAs, and Wealth Firms meet their Product Committee, Research and Due Diligence obligations.  Regulations and client-centric strategies have made our services not only a best practice, but a must in the industry.

DDW researches thousands of products and recommends the best ones for your firm, advisors, and clients.  Our clients tell us, It just makes sense and Why would you want to do this alone?


Who Uses Our Services

  • Product Managers  
  • Due Diligence
  • OSJs
  • Sales Support
  • Advisors


Regulator Corner

(click links below)

 
 
 
New At DDW 
Join us at DDW's Annual Conference on April 2nd, 2020.

Sign up for DDW 2020 Conference

Want to see where your peers score annuity carriers, take the survey and we will share the results.
   Service Score Survey

 

Video Demos

OUR PRODUCTS

Annuities

LEARN MORE >

Life
Insurance

LEARN MORE >

Mutual
Funds

LEARN MORE >

Investment Advisory

LEARN MORE >