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The investment management industry has seen several key changes in the past few years, with one of the most notable trends being regulator-driven changes in the mutual funds industry. Some of the significant shakeups that have sent firms scrambling have been the SEC modernization rules and the liquidity risk management program. These regulatory changes and...

By Sonya Swink March 31, 2022 – Delta Data Chief Executive Whitfield Athey has stepped down, the firm announced Tuesday. Athey, who was the helm of the Columbus, Georgia-based technology for seven years, has been replaced by Cameron Routh, who was most recently the head of tax solutions at Refinitiv.

March 29, 2022 – Columbus, GA:  Delta Data, a leading pooled investment fund software provider, today announced that Whitfield Athey has stepped down as CEO of the company.  He will be succeeded by Cameron Routh, most recently Head of Tax Solutions at Refinitiv. Cameron is an experienced fintech executive and entrepreneur, with strong go-to-market experience, who...

  “The Great Resignation” is the préoccuper de jour for the financial industry and one of the leading conversations at this year’s NICSA Strategic Leadership Summit. Industry observations take on real meaning when they migrate from the media and land on a company’s doorstep. Recently, a fund company contacted Delta Data with a hurried request...

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