Welcome to Our Blog

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?

Read more
Admin

Michael Freeman of DDW Interview with Citywire Magazine

Read more
Image of Michael Freeman
Michael Freeman

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

Read more
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 product....

Read more
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...

Read more
Image of Michael Freeman
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...

Read more