Chasing Ghosts

October 4, 2017 | Due Diligence Works

Product Teams Waste Time Chasing Ghosts

We have a broker-dealer client who receives calls from Advisors every week asking to add a new product to the product shelf. (New Advisors are the most guilty.) As much as the product team would like to ignore...

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The New Normal for Due Diligence Departments

October 3, 2017 | Michael Freeman

Product research (or due diligence) departments have typically focused on Alternative Investments or Managed Money; however, with the Fiduciary Standard in now place for the transactional business, how are firms performing due diligence on insurance...

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