CFO News Room

DECEMBER 7, 2022

For investment advisers looking to attract prospective clients, advertising the performance of their investment strategies would be a logical way to market their services (at least if they had strong historical returns!). Two final prohibitions under the Marketing Rule include restrictions on the use of predecessor performance (e.g.,

Advertising 130

Advertising Marketing Communication Compliance 130

CFO News Room

DECEMBER 26, 2022

Creating Visual Deliverables That Clearly Communicate Financial Planning Concepts – While technical expertise is necessary to formulate a financial plan, being able to clearly communicate the findings to a client can make all the difference between whether or not the client will understand and agree to implement the advisor’s recommendations.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

The Charity CFO

APRIL 27, 2022

The biggest communication problem most nonprofits face (13:25). Why you need to “humanize” your communication. For more nonprofit accounting resources check out www.thecharitycfo.com. And of course I would love talk about accounting, but at the end of the day, most people don’t hear all about accounting.

Nonprofit 98

Nonprofit Communication Accounting Advertising 98

Barry Ritholtz

AUGUST 15, 2023

SEIDES: If the S&P is your benchmark, which it isn’t for these pools of capital. RITHOLTZ: What should be their benchmark? So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. So what do you use for a benchmark? 14, 15% a year? RITHOLTZ: Right.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

FEBRUARY 13, 2023

ADVERTISEMENT) RITHOLTZ: So you’ve been with BlackRock since the financial crisis. And because remember, Lehman had the Lehman Agg and that was the benchmark. There is above benchmark returns to be generated by active selection of credit quality duration and specific bonds. There is alpha. RITHOLTZ: A lot, right?

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

Onplan

NOVEMBER 30, 2022

Instead of reaching out to your marketing, sales, and other departments for data inputs, and spreading your communication across various channels and sources, you can reach instant and total alignment. Benchmarking and KPI tracking across the organization to stay on course. Ad hoc reporting and visualization. Final thoughts on OnPlan.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 52