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Monthly Archives: January 2018

Broker Dealer Platform Rationalization Puts Operations Teams Front and Center

Over the past two years, the industry has seen a growing trend of platform rationalization across the board for broker-dealers, with several in the top tier seeking to offer advice as part of their value proposition, similar to what the end investor receives.  The supermarket approach of the early 2000s was expensive to maintain, and research coverage was relegated to a small list of preferred mutual fund products. Read more

Whitfield Athey

Whitfield Athey is CEO of Delta Data Software. His role at Delta Data is focused on growth of the product base, satisfaction of clients and scalability of the organization.