DDW Annual Client Conference 2024
Thank you to an amazing group of clients who attended the DDW Client Conference this week. We...
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Blog | Due Diligence Works
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...
What Happens to a REIT When Markets Get Scared?
According to Stanger Investment Banking, non-traded REITs raised almost $12bn in 2019 and nearly...
Navigating Changing Investment Landscapes
Here’s What Rising Rates Mean to Jeffrey “Bond King” Gundlach
Renowned investor Jeffrey Gundlach,...
It’s time to stop “Wash, Rinse, Repeat” your Monthly Structured Product Shelf. Here’s why.
Takeaway: In today's MLCD marketplace, where there is FDIC insurance, should you be offering MLCDs...
What happens when FINRA's President interviews the SEC's Chairman?
Summary: Even now, there was a lot of talk about Reg BI and what it really means. They reiterated...
Structured Products Monthly Process Changes with Higher Yields
The structured product market has been akin to riding a roller coaster over the past few years....
How Do BDs Survive the Squeeze of More Industry Regulations and the Need to Control Expenses?
Key Takeaway: More Outsourcing and More Regulations Means More DDW
What a "Product Diversified" Portfolio Really Means
Over the last 12 months, we have seen the fed funds rate increase by 4.5%, directly affecting...