DDW Annual Client Conference 2024
Thank you to an amazing group of clients who attended the DDW Client Conference this week. We covered it all: Products, Compliance, and Technology....
Thank you to an amazing group of clients who attended the DDW Client Conference this week. We covered it all: Products, Compliance, and Technology....
As the Fed continued to raise the Fed Fund Rate, what impact has this had on the annuity product lines? On the surface, we may know the answer;...
Summary: Even now, there was a lot of talk about Reg BI and what it really means. They reiterated that Reg BI needs to focus on costs, conflicts,...
Over the last 12 months, we have seen the fed funds rate increase by 4.5%, directly affecting equity and bond markets. Yields have finallyrisen, and...
Key Takeaway: We will ring in 2023 with the highest income levels in over 2 years for both FIAs and VAs.
What happened to FTX, and more importantly, what should we think about going forward?
Key Themes Discussed: Reg BI, Complex Products, Best Ex Reviews
There were 4 primary themes that ran throughout the compliance conference.
We are frequently asked "What are firms doing with PTE 2020-02? How are our BD peers handling 401k rollovers?"
Just back from a Citywire Pro Buyer conference in NYC. Had the opportunity to sit down with about 12 top asset managers across fixed income, emerging...