Nerd's Eye View

AUGUST 25, 2023

Also in industry news this week: The SEC settled its first charges related to its new marketing rule with a firm that advertised 2,700% annual returns A survey suggests that older Americans prefer the term "longevity" to "aging", perhaps informing the way advisors discuss related issues with their clients From there, we have several articles on retirement (..)

Advertising 80

Advertising Investments Planning Numbers 80

Nerd's Eye View

MAY 1, 2023

only' checking client portfolios for tax-loss harvesting every other day, after having advertised daily checks) – a first for the SEC in scrutinizing an RIA not for failing to execute its investment promises to clients, but for failing to execute tax-loss harvesting promises instead.

Advertising 71

Advertising Planning Technology Investments 71

Musings on Markets

FEBRUARY 8, 2024

I was planning to finish my last two data updates for 2024, but decided to take a break and look at the seven stocks (Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia and Tesla) which carried the market in 2023. trillion during the course of the year.

Marketing 115

Marketing Valuation Profit and Loss Advertising 115

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Advertising 83

Advertising Investments Planning Practice Management 83

CFO News Room

FEBRUARY 2, 2022

Facebook also cited inflation as a weight on advertiser spending. WSJ tech reporter Meghan Bobrowsky explains the concept and why tech companies like Facebook, Roblox and Epic Games are investing billions to develop this digital space. Kim Forrest, chief investment officer of investment firm Bokeh Capital. Technology.

Profit and Loss 130

Profit and Loss Valuation Advertising Investments 130

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Advertising 80

Advertising Investments Planning Practice Management 80

Nerd's Eye View

JUNE 16, 2023

Among other highlighted areas of interest, the regulator also flagged whether certain “ineligible persons” have been compensated for testimonials or endorsements and advisors’ use of third-party ratings in advertisements.

Advertising 79

Advertising Investments Numbers Accounting 79

Nerd's Eye View

OCTOBER 1, 2022

From there, we have several articles on advisor marketing: How some of the biggest financial services firms are increasing their television advertising and how smaller firms can craft a scalable, cost-efficient marketing strategy. The potential advantages of taking RMDs in stock rather than in cash during the current market downturn.

Advertising 71

Advertising Numbers Planning Investments 71

Musings on Markets

NOVEMBER 10, 2022

In my last post, I used Facebook's recent troubles to talk about the importance of corporate governance, and how we, as investors, have abandoned the power to change management at many younger tech companies in return for being able to invest in young tech companies, with growth potential and well-regarded founders.

Accounting 74

Accounting Advertising Valuation Investments 74

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!). Executive Summary.

Advertising 130

Advertising Marketing Communication Compliance 130

CFO News Room

JANUARY 15, 2023

It succeeded spectacularly in attracting people to its platform, hitting a 100 million users in 2012, and then doubling those numbers again by 2013, when it went public ,with an initial public offering. Users: Numbers and Engagement. The Twitter Story. The stock dropped below $6 in 2019, before mounting a comeback in 2021.

Valuation 130

Valuation Advertising Numbers Education 130

CFO News Room

JANUARY 19, 2023

It was founded in 2013 by two Stanford roommates, Baiju Bhatt and Vlad Tenev, who wanted to make investing simpler and more accessible to everyone. They also offer educational resources to help users learn the basics of investing. Is Robinhood Safe to Use? In December 2020, the company settled with the U.S.

Profit and Loss 130

Profit and Loss Securities Nonprofit Investments 130

CFO News Room

JANUARY 19, 2023

In this post, I will be valuing each of these companies, both to assess whether to invest in them individually, and to examine whether there are lessons for the market in their price entrails. For the latter, I am reporting on the trailing 12-month numbers, to ensure that I have the calendar year numbers.)

Valuation 130

Valuation Profit and Loss Numbers Advertising 130

PYMNTS

NOVEMBER 5, 2020

To say Walmart’s robotic reversal is significant would be an understatement, given its sheer size and clout, as well as the fact that as recently as January the company had planned to triple its robotic fleet and release the autonomous units in 1,000 of its 4,700 stores. The COVID Effect. Not Just Walmart.

Retail 108

Retail Advertising Planning Technology 108

CFO News Room

JANUARY 25, 2023

Are you trying to win the Mega Millions, but your numbers never seem to come up? Some money-making strategies require an upfront investment, while others let you earn money in your free time with the help of apps. Invest In Dividend Stocks Investing in dividend stocks is one of the best ways to earn money without a regular job.

Profit and Loss 130

Profit and Loss Investments Banking Accounting 130

PYMNTS

JUNE 8, 2016

There’s also the fact that the reported cause of the big drop in Yahoo’s proposed valuation was the reveal at the Sunnyvale meetings last month that Yahoo’s online advertising business is declining more rapidly than once supposed. And, consumers will shop around to get the best deal they can, thanks to number portability.

Investments 40

Investments Advertising Valuation Manufacturing 40

CFO Share

JULY 13, 2023

At our fractional CFO firm , we believe there are three primary financial issues that small businesses face: Planning growth through uncertainty. Turning numbers into insights. Growth planning through uncertainty Business owners struggle to forecast new business growth due to uncertainty. Reducing workforce.

CFO 40

CFO Forecasting Tax Planning Advertising 40

CFO News Room

FEBRUARY 12, 2022

In this post, I will be valuing each of these companies, both to assess whether to invest in them individually, and to examine whether there are lessons for the market in their price entrails. . Updating the Numbers. For the latter, I am reporting on the trailing 12-month numbers, to ensure that I have the calendar year numbers.).

Valuation 130

Valuation Profit and Loss Numbers Advertising 130

PYMNTS

FEBRUARY 3, 2020

Brand advertisers, it says, need to justify social media ROI. Per the report findings, 75 percent of the surveyed firms plan to either maintain or boost their investment in social media marketing within the next year. billion in advertising revenue for Q3 2019. We’ve identified three. Desperate Networks. Savvy Brands.

Advertising 57

Advertising eCommerce Retail Numbers 57

CFO News Room

JANUARY 11, 2023

We expect Google will expand its customer-facing organizations in its focus areas (cloud, search, and YouTube), even as it pares back other businesses and reduces the number of non-customer-facing positions. With the cloud business booming, a decision to continue investing heavily there is clear.

B2B 100

B2B Sales Concentration Restructuring 100

PYMNTS

NOVEMBER 6, 2020

The New York Times witnessed 14 percent growth in its most recent quarter, with its total number of subscribers reaching a record 5.7 million consumers — intend to cancel their services once the pandemic ends, and the share of digital media subscribers who plan to do so is even higher at 17.5 percent of subscribers — or 24.4

Entertainment 72

Entertainment Advertising Nonprofit Economics 72

Musings on Markets

APRIL 21, 2022

It succeeded spectacularly in attracting people to its platform, hitting a 100 million users in 2012, and then doubling those numbers again by 2013, when it went public ,with an initial public offering. While total user numbers have leveled off in recent years, albeit with a jump in 2021, the daily active user count has continued to climb.

Valuation 99

Valuation Advertising Numbers Education 99

PYMNTS

APRIL 25, 2018

Twitter ’s revenue growth continued in the first quarter of 2018, with its investments in personalized content and video advertising helping the social media company to beat analyst estimates. Our machine learning efforts continue to benefit advertisers as we continue to refine our targeting and ad-matching capabilities.”.

Advertising 40

Advertising GAAP Profit and Loss Financial Analyst 40

PYMNTS

OCTOBER 6, 2016

Email marketing is the number one strategy that retailers are investing in, with 94 percent of all those surveyed saying it was part of their company’s marketing strategy, while social media was second at 92 percent.

Budgeting 82

Budgeting Retail Advertising Planning 82

The Finance Weekly

JANUARY 10, 2022

The New Era of FP&A Financial planning is essentially about forecasting and achieving precise results for your company. If finance collaborates with marketing, for example, they should be aware of everything from the return on investment of advertising campaigns to the cost and outcome of trade shows.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Profit and Loss Budgeting 52

Musings on Markets

FEBRUARY 12, 2022

In this post, I will be valuing each of these companies, both to assess whether to invest in them individually, and to examine whether there are lessons for the market in their price entrails. For the latter, I am reporting on the trailing 12-month numbers, to ensure that I have the calendar year numbers.)

Valuation 98

Valuation Profit and Loss Numbers Advertising 98

PYMNTS

APRIL 23, 2019

According to a report in The Financial Times , Revolut is making changes — including adding a customer service phone number — as it seeks to become more than a challenger bank, which will require increased funding from investors. the Advertising Standards Authority and the parliament in Lithuania. Investors always want to invest.

Compliance 67

Compliance Advertising Leadership Budgeting 67

CFO News Room

JANUARY 4, 2023

Within the industry, it is estimated that Real Estate Investment Trusts (REITs) supported 3.2 million jobs in 2021 , according to a study commissioned by the National Association of Real Estate Investment Trusts (Nareit). What Are Real Estate Investment Trusts? How Many Real Estate Investment Trusts Are There in Total?

Investments 130

Investments Budgeting Finance Marketing 130

PYMNTS

JULY 22, 2020

Once connected to the platform, the company would then schedule a show and invite its current customers or advertise to get new customers to watch and buy. Once the show goes live, Popshop would provide a dashboard with the number of viewers, sales conversions and other KPIs. It expands their relationships with customers.”.

Retail 85

Retail eCommerce Entertainment Advertising 85

CFO News Room

DECEMBER 10, 2022

But do you know exactly what it is and how it can benefit your investments? And just as important, do you know where to find the best compound interest investments? In my estimation, compound interest is critical to successful investing. That’s what compound interest can do with your savings and investments. The $26.28

Investments 130

Investments Accounting Treasury Construction 130

PYMNTS

NOVEMBER 8, 2016

Once marked for expansion, Priceline has announced that it will be scaling back the expansion plans for OpenTable some. billion in 2014 – and marked an unusual move for Priceline which had previously kepts its investing purview limited to travel related brands. Priceline’s overall Q3 numbers were solid.

Advertising 60

Advertising Investments Sales Numbers 60

PYMNTS

DECEMBER 7, 2020

The chain plans to commemorate it with a book due out next autumn. advertisers spend $167 per person on direct mail to earn $2,095 worth of goods sold — an ROI of 1,300 percent. Catalog readership has resultantly declined precipitously over the past several years. Not Everyone Is Giving Up on Catalogs .

Retail 97

Retail Sales Advertising Leverage 97

PYMNTS

JULY 13, 2018

A growing number of companies are coming to understand how consumers’ granular-level data can lead to a host of revenue-enhancing opportunities, and set a path for customer acquisition and product improvement. But Macdonald said he is confident the numbers will shift in such a way to benefit the company and its data collection efforts.

Advertising 40

Advertising Math Construction Education 40

PYMNTS

SEPTEMBER 23, 2019

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. Investments in digital banking are paying dividends for CUs by improving membership and creating more efficient services.

Concentration 63

Concentration Leverage Healthcare Advertising 63

PYMNTS

JANUARY 4, 2018

Macy’s will shutter approximately 30 stores as the retailer continues to sell its real estate and invest in eCommerce, CNBC reports. As the company moves to invest in internet operations to win over online shoppers, it’s exploring more opportunities to cash in on its real estate holdings. Macy’s, Inc.

Advertising 41

Advertising eCommerce Retail Investments 41

PYMNTS

AUGUST 14, 2020

The same can probably not be said for Kroger ’s plans to go live this fall with an eCommerce marketplace of third-party sellers through a partnership with Mirakl, which specializes in B2C and B2B eMarketplaces. ” If there was a surprise in the numbers, it came from Alexa. Was Prime Day India Really a Test Case? Probably not.

eCommerce 85

eCommerce B2C Leverage Entertainment 85

PYMNTS

MARCH 8, 2018

7) that it plans to shutter another 60 stores by the end of 2018. Closing some of it’s brick-and-mortar stores would allow Abercrombie to invest in making changes to its business. The company has also changed its marketing strategy, reducing its advertising and number of promoted items that don’t have fancy logos. “We

Entertainment 40

Entertainment Advertising Retail Investments 40