Open Letter to the SEC: Please Stop the Swing Pricing Proposal By Burton Keller, Advisor Emeritus, Delta Data Oh, how we “strain after gnats, and swallow the camel.” Swing pricing…again. Let us just take a moment and go back in time. Remember in 2016, when the SEC amended Rule 22c-1 (effective November 2018) to allow...
Delta Data BlogICI Tech Summit – Top Takeaways
November 15, 20220
Top Takeaways from 2022 ICI Tech Summit Delta Data attended and exhibited at the inaugural Investment Company Institute (ICI) Tech Summit in Dallas, Texas November 8-9, 2022, which explored the current and emerging technologies across all aspects of asset management while providing an excellent opportunity to connect with clients and industry partners. The two-day conference...
Delta Data is set to attend and exhibit at the Investment Company Institute’s (ICI) Tech Summit in Dallas, Texas November 8-9, 2022. This will be the first-ever ICI event for leaders and professionals in financial technology, and Delta Data looks forward to being part of the conversation. This inaugural ICI Tech Summit will explore the...
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Delta Data BlogCongressional Proposal to Tax “In-Kind” Exchanges Inside ETFs – A Bad Idea
September 28, 20210
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...
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...
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