Where is the Smart Money Going

November 8, 2017 | Due Diligence Works

Who is best to deliver advice? Broker Dealers and Private Banking firms clearly own the client relationship. Asset managers clearly own the product. A battle has been brewing over who should be doing portfolio construction. More mixed asset...

Read More

Chasing Ghosts

October 4, 2017 | Due Diligence Works

Product Teams Waste Time Chasing Ghosts

We have a broker-dealer client who receives calls from Advisors every week asking to add a new product to the product shelf. (New Advisors are the most guilty.) As much as the product team would like to ignore...

Read More

The New Normal for Due Diligence Departments

October 3, 2017 | Michael Freeman

Product research (or due diligence) departments have typically focused on Alternative Investments or Managed Money; however, with the Fiduciary Standard in now place for the transactional business, how are firms performing due diligence on insurance...

Read More
1 2 3 4

Sign Up Here!

Featured Posts


Follow Us