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Monthly Archives: July 2017

DOL Fiduciary Rule - Focus on Data

Planning for the DOL Fiduciary Rule: Ignore the Noise, Focus on Your Data

My last post discussing the fate of the DOL Fiduciary Rule proclaimed that I was ready for the final episode of this soap opera to air regardless of the outcome, as long as there is one. Well, the June 9th deadline has come and gone, and parts of the DOL Fiduciary Rule are now in effect. However, the cloud of uncertainty hanging over the future of the rule means the show has been renewed for at least another season. The one thing that does seem to be certain, however, is that the fiduciary rule will be significantly altered in the coming months. Read more

David Riley Chosen for Membership on NICSA’s Committee

David Riley

Delta Data is pleased to announce that David Riley, Vice President, Client Success Management, has been chosen to serve as a member on NICSA’s Technology and Innovation Committee. He joins the 19 other existing committee members who were appointed by the Committee Chairpersons in consultation with the NICSA President and nomination by a current Board or Committee member. Read more