Whitfield Athey | Source | CEO at Delta Data
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The regulatory bodies believe that the all-in cost of retirement is too high. Anytime there is an opportunity to assess fines on fees, they're doing it.
24 August 2019 -
The long-term push to bring the cost of retirement fees down has most definitely resulted in the opposite in the short term.
28 June 2017
Media
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24 August 2019article
Regulators showing renewed interest in cracking down on investment feesSEC, Finra targeting high-fee share classes, 12b-1 fees and failure to give sales load discounts and waivers to investors. - 3 November 2018
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3 November 2018article
Comment: What’s next for commission-based mutual funds? - Fund OperationsLong term strategic shifts in fees arrived with the “Clean Share” classes
Employment
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Delta Data
CEO
started Apr 2015
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