• 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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  • Higher interest in higher rates: Opening eyes as Fed rates rise

    Neil Stanley_resized
    Neil Stanley Apr 24, 2017

    ‘Substantial penalty for early withdrawal’ has scared off consumers. Now’s time to calm fears, create change and spread the good news.

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  • ALLL’s well that ends well: CECL, strategic planning and forecasting ALLL

    Tom Caragher_resized
    Tom Caragher Apr 17, 2017

    Current expected credit loss data helps forecast allowance for loan and lease losses—and power smart decisions.

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  • Collect, correct and correlate: CECL standards and the need for data

    Tom Caragher_resized
    Tom Caragher Mar 22, 2017

    Current expected credit loss standards rest on precise data requirements—which in turn demand precise data sets.

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  • Nothing regular about RegTech

    Karen Epper Hoffman Mar 14, 2017

    Efficient, accurate and fast, regulatory technology could master the compliance maze for financial service organizations.

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  • M&A equals A-OK: Surging stocks, favorable policies mean more bank mergers and acquisitions

    CRAIG BARNER_resized
    Craig Barner Feb 8, 2017

    In an age of surging stock prices and potential deregulation, M&A is poised to rise in areas from commercial banking to FinTech.

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