After many years of research, we are ready to unveil our DDW Annuity Carrier and Product Scorecard (additional products to follow). Stop looking in the rearview mirror, start looking at leading indicators. We have done the research, had the...
Which solution is best for clients to replace their paycheck in retirement? We analyzed bonds, dividend stocks, managed accounts, annuities and more. Here are the results on Variable and Indexed Annuities ranked by product and carrier. The...
NYS Reg 187 is coming, R U ready. Attend our Webinar Series this Friday at Noon (click below), and we will walk through what needs to be done and send you our recommendations. We will also tie this one regulation into the broader landscape....
Need to set up a product committee? Wondering if your product committee is on par with your peers? Thinking your product committee is too complex? Remember, it doesn't have to be onerous, but it does have to be right. Click below to learn...
Do you have a Product Committee, is it set up the right way, and how does it compare to your peers?
By popular demand from our clients, finally - a 10-page Due Diligence Report in One Number. Welcome the DDW Score, coming soon. Check out an early view, click below.
We just completed DDW's 2nd annual conference focused on Compliance, Supervision, and Product Selection. An overwhelming success and double the size of last year. We look forward to working with our current and new clients as we launch some of...
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 market equity and value investing. Also spent time with 50 top BDs and RIAs. One theme was clear...
