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

PYMNTS

SEPTEMBER 3, 2019

Experts estimate that total fraud losses in 2018 totaled $3.9 Fraud takes many forms, from account takeover attacks to identity theft. It’s also one of the most prevalent, with advertisers expected to lose more than $5.8 Now, developers can be held accountable for ad fraud. trillion, an increase of 49.5

Advertising 46

Advertising Profit and Loss Communication Accounting 46

Musings on Markets

DECEMBER 2, 2020

Business Model Airbnb's primary business model connects hosts who own houses and apartments with guests who want to rent them for short term stays, while providing a secure and easy-to-use platform for search, reservations, communications and payments.

Profit and Loss 52

Profit and Loss Valuation Investments Numbers 52

Musings on Markets

OCTOBER 6, 2023

The Value of Intangible Assets Accounting has historically done a poor job dealing with intangible assets, and as the economy has transitioned away from a manufacturing-dominated twentieth century to the technology and services focused economy of the twenty first century, that failure has become more apparent.

Valuation 104

Valuation Profit and Loss Accounting Investments 104

CFO News Room

DECEMBER 26, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Many advisors are accustomed to using verbal communication with clients (e.g., in client meetings ) and written communication (e.g., in client meetings ) and written communication (e.g.,

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

OCTOBER 19, 2022

We didn’t do advertising. Actually, Jack Bogle wouldn’t let us say the word seller, product or advertising. How does Vanguard operate and not advertise, not pay shelf space? But I think the move to fee-based advice in a broker-dealer community really helped drive that. RITHOLTZ: Sure. We didn’t sell.

Investments 109

Investments Profit and Loss Education Advertising 109

Barry Ritholtz

DECEMBER 28, 2022

ELLIS: Well, it starts with one very simple proposition, nobody is making a profit. Every other investment organization got a problem that somebody is taking money out of the pot every day, every month, every year as a profit. I start a business to make a profit. I’ll get bigger, I’ll make more profits.

Profit and Loss 70

Profit and Loss Investments Marketing Sales 70