DDW's Annual Conference

(April 7th, 2022)

Learn from your peers.  We will discuss topics and themes focused on Compliance, Supervision, and Products.  

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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).

Source: Merriam-Webster

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DDW Core Services

Research

Carrier and Product level research for your product shelf. Gain scale from our research used across the industry (a must in a Reg BI environment)
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Product Shelf Management

Get specific advice on your product shelf, what to keep, remove or add to your shelf with a documented process
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Research Portal

See your product shelf in one place, with easy access to research, support your Reg BI needs
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INDUSTRY NEWS

Regulator Corner

Get up to date info on regulatory news. See DDW's analysis and how it may effect your firm.

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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.

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  • Annuities
  • Life Insurance
  • Mutual Funds
  • Exchange Traded Funds
  • Managed Money
  • Unit Investment Trusts
  • Structured Products
  • Alternative Investments

What We Believe Is Important

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To research a product shelf, you have to compare it to the industry product universe. If you don’t know what else is out there, it is impossible to know your product shelf is best in class, yet alone document as such. We review the entire product universe on a continuous basis, and this enables us to provide advice on your product shelf.

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.

It is amazing when Supervision and Financial Professionals use the same tools and information. NIGOs are reduced and the culture is improved. Same is true for your product organization, helping them see things from an FP perspective and FPs from a Product Management perspective.

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.

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Recent Activities

DDW Annual Conference 2021

Thank you to the over 90 industry leaders who came together to share some great perspectives at the DDW Conference last week. And thank you to our fantastic tech team who pulled this off in a hybrid environment, about half in person and half virtually. I'm equally proud to say our attendees were...

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DDW Turns 5 Years Old

Thank you for 5 incredible years.  Looking forward to many more.

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DDW Client Portal Conversion reaches 100%

Congratulations to the DDW Tech Team on converting 100% of our clients to our new and improved portal. New portal has new features, faster load times, and the ability to customize to client needs.

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Annuity 2021 Landscape

Off Shoring, Corporate Restructuring, Income, Complexity

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