due dil·i·gence /d(y)oo ˈdiləjəns/ noun
Research and analysis of a company or organization done in preparation for a business transaction (such as a corporate merger or purchase of securities).
DDW is an independent firm focused on Product Research. We help Broker-Dealers, RIAs, and Wealth Firms provide research and documentation on their product shelf supporting both home office obligations and Financial Professionals. 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, Financial Professionals, and clients. Our clients tell us, It just makes sense and Why would you want to do this alone?
DDW Core Services
Product Shelf Management
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.
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.
As we approach the later stages of one of the longest bull markets, protection is back on. What has changed? COVID, Rates – Section 7702 relief, Financial Wellness Strategies, Technology — Simplified Processing. The reason why is less important, what happens next will be our focus.
It's a new year, new administration, and return to normalcy (sometime soon hopefully), but some things have not changed in some time. Product Committees can be a drag and can scare the CEO. But these committees can... Run on time, Gain increased attendance, Make decisions with a full...