By Jill Gregorie December 28, 2018 – CCOs had to meet several new digital- and data-focused demands in 2018, and in 2019, they will need to be even more tech-savvy, consultants say.
By Whitfield Athey December 18, 2018 – Morningstar’s head of retirement research recently outlined why individuals and advisors should avoid “mixing in” additional investments alongside target date fund (TDF) commitments. Likening it to adding extra eggs to a cake recipe, he emphasized that these improvisations, however well intentioned, invariably alter anticipated outcomes.
By Chris Larson December 17, 2018 – Back-office software provider and consultant Delta Data has created a new position, chief sales officer, and promoted SVP of sales Bret Bange to fill the role. Bange, a four-year veteran of Delta Data, will report to CEO Whitfield Athey and oversee a five-person sales team.
By Joe Morris June 13, 2018 – BNY Mellon has adopted a new platform for communicating mutual fund data to industry clients. Effective today, the firm is processing fund-related notifications including product rollouts, mergers, liquidations, accounting changes and trade rule updates via FundBlast, operated by Columbus, Ga.-based Delta Data.
By Eugene Grygo September 26, 2018 – Delta Data, a data management systems vendor for mutual funds, is launching a solution to help trust companies, retirement recordkeepers, insurance companies, and broker-dealers with the construction, trade execution and administration of highly customized proprietary funds.