Performance Measurement & Client Reporting Content

Home
Content Hub
About
- Meet the Advisory Board
- Contact Us
Program
Location
Sponsors
- Meet the Sponsors
- Become a Sponsor
REGISTER NOW

Get Ready for PMCR 2026 with the Content Hub!
Explore insightful blogs, articles, podcasts, and videos from our expert speakers, sponsors, and guest contributors—all designed to help you prep for the conversations ahead.

Be sure to check back often for updates or sign-up for the PMCR event mailing list. Don't forget to visit us again after the event for even more valuable content!

Performance Measurement, Data Management, Regulatory Reporting, securities operations, Compliance, UMA, Unified Managed Account

UMAs Are Popular But They Have Reporting Challenges

$Picture of {{ content.blog_author.display_name }}$ Michael Margulis, vice president and officer, investment performance and analytics, for Ameriprise Financial

Thu, Dec 14, 2023

What is a unified managed account also known as a UMA?

Performance Measurement, Performance Attribution, Performance Analytics, GIPS News, Regulatory Reporting, Regulatory Enforcement, FINRA Rule 2210, FINRA, Regulatory Compliance

FINRA Proposal Would Allow Performance Projections & Targets

$Picture of {{ content.blog_author.display_name }}$ Eugene Grygo, Chief Content Officer, FTF News

Tue, Dec 5, 2023

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

Check Back Regularly For More Pre-Event Content

Stay tuned for more engaging blog posts by our esteemed event speakers as we count down to the conference on February 29, 2024.

Click to Be Notified on All Event Updates