The concept of asset allocation models isn’t new by any means, but how it is delivered to RIAs, Consultants, and other Institutional gatekeepers has never carried as much importance as it does today. Fee compression and commoditization of investment products over the last decade are threatening already slim margins in asset management. Read more
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.