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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.

November 23, 2016

Investors to gain access to your compensation info

Yikes! The Securities and Exchange Commission (SEC) has just approved the Municipal Securities Rulemaking Board’s (MSRB) request to require municipal securities dealers to disclose their compensation […]
November 17, 2016

System failure? System backup!

Just last summer Timothy Massad, chair of the U.S. Commodities and Futures Trading Commission (CFTC), raised the issue of disaster recovery. Citing initiatives by the Committee […]
November 9, 2016

New survey says more advisors building business through social media

It’s only been three years since Putnam Advisors first surveyed financial advisors on their social media usage. My how the world has changed.
November 3, 2016

Targeted for FINRA’s most recent sweep?

Targeted for FINRA’s most recent “sweep” requesting nearly 5 years of your info by November 15th?
October 26, 2016

Is there anyone out there doing the right thing?

FINRA Fines Merrill Lynch $2.8 Million for Systemic Reporting, Books, and Records, and Related Supervisory Violations
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