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The Christmas Edition

December 23, 2013
Rich Berg & Phil Nussbaum

Phil and Rich share a personal message about what Christmas means to them.

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Alert: Volcker Rule Update

December 18, 2013
Bart Smith

Former regulator Bart Smith shares the latest of the rapidly-developing interpretational information concerning the recently released Volcker Rule. He attempts to answer several significant questions that community financial institutions suddenly find themselves facing. He also announces a short-notice webinar to further discuss this topic.

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To Classify or Not to Classify: Interpreting the New Regulatory Guidance for Securities

December 12, 2013
Bart Smith

Former regulator Bart Smith unravels the regulators’ recently released guidance on securities classification for practical industry users.

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The 7 Habits of Highly Effective Portfolio Managers

December 10, 2013
Chris Carney and Jason Elder

Research indicates that achievement is primarily a result of thoughtful practice and good habits. What good habits can we observe in consistently successful financial institution portfolio managers?

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