Eyes on the ball - know what to look for!

November 25, 2019 | Due Diligence Works

 

Is saving a Penalty Kick luck or skill?

Some goalies consistently make these saves, watch the NYC Major's Cup MVP (click to watch the kick, I mean the save). Protecting your Broker-Dealer with Product Due Diligence is similar. You have to...

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Best Interest Analysis - Annuity & Carrier

August 8, 2019 | Due Diligence Works

 

After many years of research, we are ready to unveil our DDW Annuity Carrier and Product Scorecard (additional products to follow).  Stop looking in the rearview mirror, start looking at leading indicators.  We have done the research, had the...

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What does Full Coverage mean?

March 15, 2019 | Michael Freeman

Just back from a Citywire Pro Buyer conference in NYC. Had the opportunity to sit down with about 12 top asset managers across fixed income, emerging market equity and value investing. Also spent time with 50 top BDs and RIAs. One theme was clear...

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Is Your Due Diligence Independent - Truly Beyond Reproach

October 17, 2018 | Due Diligence Works

August 21, 2018 - Think Advisor

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

October 4, 2018 | Due Diligence Works
Murphy Jump

Governor Murphy Marks 10 Year Anniversary of 2008...

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Checks and Balances

July 19, 2018 | Admin
When the states don’t like what the federal government is doing, they make their own laws. New York State issues its own Best Interest regulation.

NEW YORK DEPARTMENT OF FINANCIAL SERVICES ISSUES FINAL LIFE INSURANCE AND ANNUITY SUITABILITY AND...

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