Performance Measurement & Client Reporting Content

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(As performance and client reporting teams — and other internal groups — gear up to comply with the ...

While most might not admit it, many wealth managers are drowning in their data lakes.

(Ambika D’Souza, CIPM, CSPO, is serving as the chairperson for Financial Technology Forum’s Performa...

FINRA is proposing a change to its “Communications with the Public” rule that could let its broker-d...

CFA GUIDE HELPS ADVANCE CRYPTO ASSET VALUATION

An association for investment professionals, the CFA Institute, says that it is doing its part to fo...

PMCR 2025 Content Hub

Dismantling Data Silos Boosts Regulatory Compliance: Q&A

Natural Language Generation: Sailing Through Your Data Lakes

Meet Your PMCR Chairperson: Ambika D’Souza

FINRA Proposal Would Allow Performance Projections & Targets

CFA Guide Helps Advance Crypto Asset Valuation

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