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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...

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...

Industry leaders joined us from Conestoga, Nasdaq, Hand Benefit & Trust, LGIMA, Morningstar, Wellington Management, Streamline Partners, American Funds, and Aon. This was an exclusive afternoon of comprehensive education, industry insights, and perspectives. Our keynote speaker was Clifford Kirsch of the CIT Coalition who discussed the state of the industry. Delta Data has conducted a...

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