Product Committee in a Box
Need to set up a product committee? Wondering if your product committee is on par with your peers? Thinking your product committee is too...
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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...
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
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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...