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Climate Risk: How Can My FI Get Started?

by Joey Doyle | Oct 3, 2022 | Climate Risk, Regulations, Uncategorized

This blog series explores initial industry research into managing climate risk so that you understand what is at stake for your financial institution (FI), as well as how to get started with measuring and mitigating this emerging source of risk.  We have presented an...

Data Governance in FIs: Intro to Data Governance

by Cooper Brooks | Jan 27, 2022 | Data, Uncategorized

This blog series will focus on Data Governance in Financial Institutions. Our first post introduces data governance fundamentals. It will be followed by a discussion of root cause analysis, metadata, the five stages of data governance deployment, and a final blog that...

Five Easy Steps Toward Implementing the Fiduciary Rule

by Philip Lawton | Dec 21, 2016 | Uncategorized

The Department of Labor’s fiduciary rule became effective in June with an implementation date that is now less than four months away. It is, of course, uncertain that the regulation will stay in place under the new administration. President-elect Trump has named...
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