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Product Shelf SEC mutual funds Fiduciary due diligence annuities Life Insurance FINRA
Due Diligence Works

DDW is entering our 3rd year.  Honored to serve 27 firms in the US and Canada.  Thank you and Happy Holidays.

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Due Diligence Works

Sign up for DDW's Annual Conference

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DOL SEC Best Interest mutual funds Fiduciary due diligence annuities research FINRA
Due Diligence Works

Fiduciary Rule - Is NJ taking the lead? And SEC testimony! All last week

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Product Shelf Financial Advisors mutual funds due diligence annuities research Life Insurance Advisors
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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