NEW ON THE SITE:
Selected Recent Research Report Inventory List
List of selected Reports and reviews recently completed or currently pending. We recommend Reports be kept current, particularly on sponsors, and be no more than 12 months old. This list includes certain sponsors/Reports that may be slightly older than this, due to their popularity and demand, but is by no means all inclusive of the inventory available through Miterko & Associates.
**Please also refer to FAQ for our policy on providing “dated” Reports to BDs.**
Also available: Educational Training Modules for BD Use, Focused on DPP and Alternative Investment Products
An electronic book designed to help Broker Dealers:
1. train Reps specifically on the use of Direct Participation Programs,
2. meet regulatory training and compliance requirements,
3. potentially lower E&O and liability insurance costs related to sales of these products, and
4. attract potential new reps that can add firm revenue. Click here for more information.