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?"

DDW is expanding again. We are fortunate to continue hiring great people who love due diligence and supporting our growing clients....

Thank you to the over 90 industry leaders who came together to share some great perspectives at the DDW Conference last week. And thank you to our...

Thank you for 5 incredible years.  Looking forward to many more.

Congratulations to the DDW Tech Team on converting 100% of our clients to our new and improved portal. New portal has new features, faster load...

Off Shoring, Corporate Restructuring, Income, Complexity

As we approach the later stages of one of the longest bull markets, protection is back on. What has changed? COVID, Rates – Section 7702 relief,...

It's a new year, new administration, and return to normalcy (sometime soon hopefully), but some things have not changed in some time.  Product...

DDW's Industry Insights for the 4th quarter was just released.  Log into your portal or reach out to us directly.