If the word out of Washington is any indication of the weather, we’re in for a stormy time, with a one-eyed skipper looking for the horizon. Recently Congress proposed taxing of in-kind exchanges inside of ETFs to help fund their 3.5T budget package. Online publication Ignites recently ran an article on the proposal and cited...
Bi-weekly conversations on important issues for the pooled investment industry.
John Randall, ICI update Recently Delta Data conducted its sixth annual customer roundtable, bringing in more than 40 pundits and experts from the financial industry for a series of conversations covering a range of subjects, from regulations to managing COVID-19. Participants included representatives from the top 10 US banks, top five US retirement recordkeepers, and...
Recently FT Wealth ran an article titled “America’s Rich Have Another Reason to Quit Mutual Funds,” which got me to rethink the whole “revolutionary” concept of selecting ETFs over Mutual Funds for a myriad of reasons, with most roads leading to the IRS. The thesis of the article was based on the fact that mutual...
Delta Data has hosted a CIT forum for several years and charted the growth of the industry as it has accelerated in relation to mutual funds, most recently at our annual event, Activate 2020. We selected the name because we felt it was time to formally identify and have a concerted industry dialogue concerning the...
Delta Data’s annual CIT study reflects input from a survey involving 24 different bank and trust companies, asset management companies, and financial advisors representing several of the top ten financial entities in the United States. This paper details the recent historical improvement in data exchange, transparency, and communications used in the coordination of Collective Investment...
Columbus, GA – July 27, 2021 – According to a just-published industry study, the continued growth of the CIT industry is dependent on multiple factors, including pending legislation from Washington for 403(b) usage, deploying technology to expedite client onboarding, and improve counterparty communications, and an increase in transparency to mitigate historical pain points with servicing...
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