DDW Product Score
By popular demand from our clients, finally - a 10-page Due Diligence Report in One Number. Welcome the DDW Score, coming soon. Check out an...
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annuities
DDW 2019 Conference
We just completed DDW's 2nd annual conference focused on Compliance, Supervision, and Product Selection. An overwhelming success and double the...
Annuity Income Rankings for Q1 - How to Maximize Your Retirement Income
Which solution is best for clients to replace their paycheck in retirement? We analyzed bonds, dividend stocks, managed accounts, annuities and...
Business Expansion - Yuchen Chan joins Due Diligence Works, Inc. as Managing Director of Business Expansion
http://www.digitaljournal.com/pr/4129387
Fiduciary Rule - Is NJ taking the lead? And SEC testimony! All last week
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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...
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...