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By Whitfield Athey May 30, 2019 – Despite grand predictions for AI’s impact on the industry, most operations professionals see little difference in their day-to-day from five or even 10 years ago. The sticking point for many is that their organization doesn’t know where to begin. But the best place is literally staring them in the...

By Carmen Germaine November 21, 2019 – Delta Data is rolling out a new system that will significantly cut down the time it takes brokerages and other intermediaries to transfer assets their clients hold at bank trusts, the firm announced Tuesday.

By Whitfield Athey October 9, 2019 – The concept of asset allocation models isn’t new by any means, but how asset managers deliver this to clients has never carried as much importance as it does today. Fee compression and commoditization of investment products over the past decade are threatening already slim margins in asset management.

By Burton Keller August 5, 2019 – While mutual funds may still dominate the U.S. market, ETFs are gaining traction quickly. According to the 2019 Investment Company Institute Factbook, at the end of 2018, the U.S. domestic mutual funds market amounted to $17.7 trillion in total net assets.

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