Are You Ready for More Client Complaints?
As we enter the last quarter of 2024, here are a few predictions for 2025.
Michael Freeman
Overview of US ETF and Mutual Fund Asset Flows from April 30, 2023, to April 30, 2024
The largest asset class that experienced the largest outflows was the Mixed Asset category, and the...
DDW Review of Blackstone Real Estate Income Trust Valuation Methodology
How real estate managers value their underlying properties has come up in the news recently. The...
Active ETFs Good or Bad? But Certainly Needs Some Thought!
We first saw these types of products mostly restricted to the fixed income asset class, but we are...
DOL Changes
relationship is formed. In tandem, the DOL also released their final amendments to prohibited...
Regulations Driving Annuity Product Development
As a reminder, Interim Value is used to calculate account value when a client withdraws money,...
DDW Annual Client Conference 2024
Thank you to an amazing group of clients who attended the DDW Client Conference this week. We...
Variable Annuities Sales are Coming with the Risk On Trade
As the Fed continued to raise the Fed Fund Rate, what impact has this had on the annuity product...