Remove Advertising Remove Concentration Remove Leverage Remove Planning
article thumbnail

TRENDING: How Credit Unions Give Digital The Personal Touch

PYMNTS

The total number of CUs in the United States has decreased by 177 year-over-year, though, a sign that CU mergers and consolidations have concentrated more members in a smaller number of CUs. Deep Dive: How CUs Leverage Social Media. CUs active on social media risk alienating customers with too-aggressive advertising.

article thumbnail

101 Ways Financial Advisors Can Add Value For Their Clients

CFO News Room

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Executive Summary.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

2022 Best-Of Highlights From The Nerd’s Eye View Blog

CFO News Room

Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.

Planning 130
article thumbnail

How Apple Can Reverse Their Revenue Curse

PYMNTS

People are holding onto their phones longer and there has to be a real “WOW” factor for people to trade their $600+ phones in every year or two – even with the Apple installment plan. Maybe not — and if everyone was paying the tax, they would all just pass it on to advertisers. Would Facebook blink?

Sales 42
article thumbnail

Transcript: Ilana Weinstein

Barry Ritholtz

What were your early career plans? ADVERTISEMENT) RITHOLTZ: I really love “The Wall Street Journal” article about you that began, quote, “In the overwhelmingly male world of hedge funds, Ilana Weinstein is one of the most powerful women, but Ms. You go from Goldman Sachs to Harvard Business School to the Boston Consulting Group.

article thumbnail

2:00PM Water Cooler 1/17/2023 | naked capitalism

CFO News Room

This could be explained by several factors including insufficient concentration, improper formulation and/or amount of PVP-I, inadequate duration of exposure, inappropriate method of administration, and mucociliary clearance of PVP-I from the nasal cavity. As aforementioned, 0.45–10%