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Monthly Archives: November 2017

3 Reasons Why You Should Take a Sales Meeting

For some people, taking a sales meeting is on par with going to the dentist — they’ll avoid it at all costs. Avoiding the dentist due to an unreasonable fear will eventually come back to haunt you, just like skipping an informative sales call could mean missing out on the latest industry technology — ultimately impacting your business. Read more

Steve Tomasheski

Steve is a Sr. Sales Director at Delta Data representing the sell-side solution suite or Distribution Services. For almost 15 years Steve has made a career managing complex enterprise SaaS sales cycles with a heavy focus in FinTech. Connect with Steve on LinkedIn.

The Best Plan for a Potential Liquidity Rule Delay? Plan for No Delay

There have been multiple developments suggesting that Rule 22e-4 (“the liquidity rule”) is likely to be significantly watered down or, at least, delayed. Earlier this month, ICI sent a letter to the SEC urging the regulator to delay the compliance date by a year to ensure firms are well prepared. This postponement would appear to be in the industry’s best interest, given that a recent survey of 220 CCOs across the industry revealed that 90% of them were less than halfway through preparations to comply with the rule. Read more

Burton Keller

L. Burton Keller was a principal founder of the company in 1985 and currently focuses on strategic initiatives for the company. Mr. Keller is a former member of the Bank, Trust and Retirement Advisory Committee of the Investment Company Institute. He has served on numerous committees and task force groups with the ICI over the last 17 years including Co-chair of the Dividend Distribution Task Force.

Peeking Behind the Curtain of Mutual Fund Corporate Actions – Part II

As we highlighted in our last post, corporate actions play a crucial role in the day-to-day management of mutual funds as well as the Broker-Dealers, Bank Trusts and Record Keepers that distribute them.

Once the corporate action blast email is sent out and received by distributors, a multi-step process, chock full of obstacles and risk begins. Deciphering what’s being communicated and if/how it effects your enterprise is rarely a simple task.  We’ve listened to our distribution clients — and here’s what we’re hearing about the current state of corporate action blast communications. Read more

Steve Tomasheski

Steve is a Sr. Sales Director at Delta Data representing the sell-side solution suite or Distribution Services. For almost 15 years Steve has made a career managing complex enterprise SaaS sales cycles with a heavy focus in FinTech. Connect with Steve on LinkedIn.

The GOP’s Tax Reform: Retirement Plans Safe (for Now)

The House finally released a draft of their tax reform plan, and for right now, it looks like they will be leaving 401(k) contributions alone. Back in April, I wrote about how the Trump administration was looking at changing the deductibility of 401(k) deferrals as a way to fund their projected reduction in tax revenue. The administration was thinking about changing 401(k) contributions from being tax-deferred to being after-tax Roth style contributions. Their five-year projection indicated this would save up to 583 billion dollars over the next 5 years. Read more

Burton Keller

L. Burton Keller was a principal founder of the company in 1985 and currently focuses on strategic initiatives for the company. Mr. Keller is a former member of the Bank, Trust and Retirement Advisory Committee of the Investment Company Institute. He has served on numerous committees and task force groups with the ICI over the last 17 years including Co-chair of the Dividend Distribution Task Force.