DDW 2019 Conference

April 8, 2019 | Due Diligence Works

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...

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Mark "Chooch" Jewell Joins Due Diligence Works, Inc. as a Senior Product Analyst

March 30, 2019 | Due Diligence Works


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What does Full Coverage mean?

March 15, 2019 | Michael Freeman

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...

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Annuity Income Rankings for Q1 - How to Maximize Your Retirement Income

February 21, 2019 | Due Diligence Works


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...

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Business Expansion - Yuchen Chan joins Due Diligence Works, Inc. as Managing Director of Business Expansion

January 28, 2019 | Due Diligence Works


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DDW is entering our 3rd year.  Honored to serve 27 firms in the US and Canada.  Thank you and Happy Holidays.

December 18, 2018 | Due Diligence Works
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Sign up for DDW's Annual Conference

November 13, 2018 | Due Diligence Works
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Is Your Due Diligence Independent - Truly Beyond Reproach

October 17, 2018 | Due Diligence Works

August 21, 2018 - Think Advisor

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Fiduciary Rule - Is NJ taking the lead? And SEC testimony! All last week

October 4, 2018 | Due Diligence Works
Murphy Jump

Governor Murphy Marks 10 Year Anniversary of 2008...

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Webcast & Presentation on Industry Trends and Regulator Expectations for 2019 for BDs and RIAs

September 17, 2018 | Due Diligence Works

DDW President, Michael Freeman, gives webcast on 'Regulator Expectations for 2019 for BDs and RIAs' - 'Managing your Sales Force, Product Shelf and a look ahead at the Market'

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