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The organization is focusing its efforts on diversity, technology and creative product development in 2020, says Jim Fitzpatrick, president and CEO of the group.
October 9
NICSA -
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Fee compression and commoditization of investment products over the past decade are threatening already slim margins in asset management.
October 9
Delta Data -
The right toolkit can help clients accomplish their dreams and ease the financial burden on their loved ones.
October 8
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Since this March, almost 100 firms have settled with the regulator for approximately $173 million. Other cases are still pending.
October 8
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Bill Mahler had been chairman of the firm’s equity capital markets and equity asset management units. He was also on the executive committee.
October 8
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The venture would mark a return to private banking on U.S. soil after an agreement to transfer its U.S. brokerage to Wells Fargo in 2015.
October 8
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Whitfield Athey is CEO of Delta Data, a solutions provider to mutual fund back-office operations.
October 8
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Sheila Weinberg, CPA, is the founder and chief executive officer of Chicago-based
Truth in Accounting , a 501(c)(3) nonprofit organization that researches government financial data and promotes transparency for a better informed citizenry.October 8
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