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Mike Freeman presenting at the Docupace conference - April 2018

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Admin

Insource or Outsource your Product Research or Due Diligence

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Admin

5th Circuit Court of Appeals Ruling on DOL Rule - What does it mean?

5th Circuit Court of Appeals Ruling on DOL Rule – What does it mean?

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Admin

Michael Freeman of DDW Interview with Citywire Magazine

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Michael Freeman

1 year, $70 billion managed, 12 clients, 8 employees...what a year! Thank you! Can’t wait for 2018!

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Due Diligence Works

Where is the Smart Money Going

Who is best to deliver advice? Broker Dealers and Private Banking firms clearly own the client relationship. Asset managers clearly own the...

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Due Diligence Works

Chasing Ghosts

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...

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Michael Freeman

The New Normal for Due Diligence Departments

Product research (or due diligence) departments have typically focused on Alternative Investments or Managed Money; however, with the Fiduciary...

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