If you would like to learn more about how DDW can take the sting out of Product Team turnover message us or schedule some time at https://lnkd.in/gybkacWu
DUE DILIGENCE WORKS, INC.
金融服务
Montclair，New Jersey 421 位关注者
Due Diligence & Product Shelf Management, helping firms achieve Best Interest Advice & meet Impartial Conduct Standards.
关于我们
DDW is an independent firm focused on Product Research. We help Broker-Dealers, RIAs, and Wealth Firms provide research and documentation on their product shelf supporting both home office obligations and Financial Professionals. Regulations and client-centric strategies have made our services not only a best practice, but a must in the industry. DDW researches thousands of products and recommends the best ones for your firm, Financial Professionals, and clients. Our clients tell us, It just makes sense and Why would you want to do this alone?
- 网站
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https://duediligenceworks.com
DUE DILIGENCE WORKS, INC.的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Montclair，New Jersey
- 类型
- 私人持股
- 创立
- 2017
地点
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主要
获取路线
US，New Jersey，Montclair，07042
DUE DILIGENCE WORKS, INC.员工
动态
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If you would like to learn more about how DDW can take the sting out of Product Team turnover message us or schedule some time at https://lnkd.in/gybkacWu
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If you would like to learn more about how DDW can take the sting out of Product Team turnover message us or schedule some time at https://lnkd.in/gybkacWu
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Our President, Mike Freeman had a fantastic time presenting along side of No?l Barnes with Commonwealth Financial Network and Wesley (Wes) Strickland with Betterment at the National Society of Compliance Professionals annual conference in Dallas this week. We enjoyed the discussion and great questions from the packed room. The topic of managing Complex & Alternative Products on your Product Shelf is near and dear to DDW. Thank you to NSCP for having us and great to see everyone!
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Why do investors start to buy riskier products when rates are falling? Learn more about DDWs predictions in our latest blog and schedule some time to learn how we're helping our customers prevent common client mistakes. https://hubs.li/Q02Thqn50 Want to chat? https://hubs.li/Q02Thn1q0
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Why do investors start to buy riskier products when rates are falling? Learn more about DDWs predictions in our latest blog and schedule some time to learn how we're helping our customers prevent common client mistakes. https://hubs.li/Q02Thqn50 Want to chat? https://hubs.li/Q02Thn1q0
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Are you an RIA looking for a more straightforward, cost-effective tool for documenting rollovers and complying with PTE 2020-02? Join our webinar today at 4pm ET to check our RegReadyPro, the ERISA Wizard for RIAs! Monday, Sept 30th, 4pm ET https://hubs.li/Q02Rvcz70
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??US ETF and Mutual Fund flows between April 2023 and April 2024 revealed some interesting trends. While Bonds saw the largest inflows, the Mixed Asset category experienced significant outflows. Digging deeper, equity ETFs outperformed mutual funds, with inflows 238% higher into ETFs than bonds. On the flip side, investors are steering away from commodities and short-term bonds, favoring longer-duration assets instead. What’s driving these shifts? Check out our detailed analysis here: https://hubs.li/Q02M4tvx0 #ETFs #MutualFunds #AssetFlows #InvestmentTrends #Bonds #Equities
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?? Exciting News for Registered Investment Advisors! ?? We’re thrilled to announce the launch of **RegReadyPro**, our cutting-edge tool designed specifically for solo and ensemble RIAs! ?? Navigating compliance can be challenging, but that’s where RegReadyPro steps in! Our innovative **ERISA Wizard** provides a streamlined, turnkey solution, making compliance easier, faster, and more cost-effective than ever before. Learn more at https://hubs.li/Q02QWf7H0 View Press Release: https://hubs.li/Q02QW8ny0 Join a demo! Thursday, October 3rd, 4pm ET: https://lnkd.in/dFZnrNRz Monday, Oct 7th, 4pm ET: https://lnkd.in/dxGep8k2
RegReadyPro
duediligenceworks.com