Whitfield Athey

CEO

Whitfield Athey is CEO of Delta Data, a solutions provider to mutual fund back-office operations.

Asset allocations

What's in store for model portfolios?

Fee compression and commoditization of investment products over the past decade are threatening already slim margins in asset management.

By Whitfield Athey

October 9

TRENDING

Wealth management

Merrill leaps back into recruiting with $3.5B team from JPMorgan

An industry recruiter said the Bank of America subsidiary has become almost "unhinged" with the amount of money it's willing to offer advisors it's recruiting.

By Dan Shaw

2h ago
Tax

New CPA exam section on financial planning links tax and wealth

After a decade-long effort by holders of the personal financial specialist credential, aspiring candidates can be tested on investments, retirement plans and other areas.

By Tobias Salinger

3h ago
Industry News

Goldman Sachs, Morgan Stanley, Citigroup: How they're deploying tech and what it costs

During first-quarter earnings calls, top executives of mega firms like Goldman Sachs, Morgan Stanley and Citigroup talked about how they're testing AI and high-tech tools.

By Rachel Witkowski

April 18