• Lauri Giesen
    Lauri Giesen Mar 15, 2018

    Fiduciary limbo: The struggle to get in step with the government’s new wealth management rule

    It’s common sense to honor a client’s best interests. But how to do that remains foggy as the White House reviews—and could rewrite—a new retirement planning rule.

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  • An account of your accounting: Four major data issues surrounding CECL

    Raman Mandapaka
    Raman Mandapaka Nov 2, 2017

    With a new loss-reporting standard for financial institutions, much depends on sound data and methodology that surrounds it.

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  • With emerging payments, emerging security concerns and consciousness

    Howard Altman_resized
    Howard Altman Sep 28, 2017

    Besides convenience, mobile payments offer gateways for hackers to grab valuable info. David Lott of the Federal Reserve Bank of Atlanta shares how banks and consumers can mitigate these risks.

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  • The golden way to RPA: Sidestepping the seven deadly adoption sins of robotic process automation

    Makarand Pande
    Makarand Pande Sep 26, 2017

    When putting robots to work in areas from compliance to customer acquisition, banks must take care to avoid these common miscues.

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  • Communication transformation: How banks can build a smart digital workplace

    Vishal Brown
    Vishal Brown Sep 14, 2017

    IT teams are taxed. Not all workers get new tech. But ushering in a smart digital workplace can foster a new era of collaboration.

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  • Overdraft protection policies exceed the limit

    Katie Kuehner-Hebert
    Katie Kuehner-Hebert May 30, 2017

    Overdraft protection policies equal regulatory scrutiny. And even in a bank-friendly political climate, the issue isn’t going away.

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  • Facing compliance unknowns with get-ready know-how

    Karl Dahlgren
    Karl Dahlgren May 15, 2017

    A new administration has promised to strip back financial industry regulations. But meanwhile, banks must prepare rather than predict.

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  • Where credit is due: Why and how you need to prepare for CECL now

    Tom Caragher_resized
    Tom Caragher Jan 31, 2017

    The Financial Accounting Standards Board’s new credit standards won’t commence until 2019. But financial service leaders need to get ready.

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