The Archiving Think Tank

About The Archiving Think Tank

We want this area of our website to be where conversations are started. At Patrina, our team always has so much to share, drawing from both our experience, and our daily work. Data archiving has changed considerably over the past decades, and many of us have been in this industry throughout all the technology and process advances. Our first hand overview also enables us to peer into the future, and with that vision, Patrina thought leaders can clearly anticipate what future data management needs and challenges will be. We are always seeking new ways to enhance your business, conserve your resources, and enable you to operate with the highest efficiency. It's the power of technology used best. We see the past as the foundation of today, while looking straight ahead to tomorrow. That's Patrina - and that's the essence of the conversation we will express in all our blog posts, articles and announcements. Please be part of the story and engage with us. We anticipate hearing your thoughts.

June 21, 2017

CFP Board Seeks Improvements to Ethics and Conduct

The Certified Financial Planner Board of Standards, Inc. (Board) is looking to upgrade its Standards of Professional Conduct, the ethics Bible for certified financial planners (CFP). […]
June 14, 2017

Taking Uncertainty Out of the Equation With Automatic Compliance Testing

By Colleen Corwell   US regulators have been making big investments in Big Data to accelerate exam frequency and more aggressively combat market malfeasance.[i] For instance, […]
June 7, 2017

The case for outsourcing your Electronic Records Storage

To pay the cost of outsourcing electronic records storage (ERS) or not to pay the cost of outsourcing ERS? That is not the right question. You […]
June 1, 2017

It’s 6 pm. Do you know where your people are?

It’s the start of the summer silly season and a perfect time to take a closer look at your members’ outside business activities (OBAs). Why is […]
May 24, 2017

Fraudulent sales and marketing catches attention of the CFTC

This has been a busy week at the US Commodity Futures Trading Commission (CFTC). On Thursday (May 23, 2017, Judge Kenneth Marra of the US District […]
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