Nerd's Eye View

JULY 10, 2023

As owners of financial planning firms approach retirement, some may decide to sell to an external buyer, while others may plan for an internal succession. Sometimes, this succession plan can include the owner's child, providing an opportunity to keep the business in the family.

Planning 93

Planning Advertising Investments Practice Management 93

PYMNTS

FEBRUARY 8, 2017

After some weeks of large deals pushing investment activity past the high triple-digit millions of dollars — and, on one occasion, past the billion-dollar mark, fund flows returned to seemingly normalized levels. 3 tallied up $361 million in investments, dominated by the FinTech space at $283 million of that total.

Investments 51

Investments Planning Advertising Banking 51

CFO News Room

NOVEMBER 11, 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 130

Accounting Marketing Advertising Valuation 130

PYMNTS

MAY 26, 2020

Tencent plans to invest 500 billion yuan, or $70 billion, in cloud computing, artificial intelligence (AI) and cybersecurity over the next five years, Reuters reported. The company, known for its WeChat app and a number of games, was able to profit off of the numbers of people staying home for much of the spring due to the pandemic.

Planning 60

Planning Advertising Technology Numbers 60

PYMNTS

APRIL 5, 2020

Founded in 2015 by Jie Zhao, WiMi Hologram Cloud specializes in augmented reality for the advertising industry. The company is planning to use the IPO proceeds to advance holographic research and development. It will also seek acquisitions and investments. It debuted on Wednesday (April 1) with an opening price of $5.50

Startups 58

Startups Investments Pharmaceutical Advertising 58

Musings on Markets

NOVEMBER 15, 2022

In fact, I concluded the post by arguing that investors in Facebook were pricing in their belief that the billions of dollars the company had invested in the Metaverse would be wasted, and argued that Facebook faced some of the blame, for not telling a compelling story to back the investment.

Valuation 90

Valuation Advertising Numbers Investments 90

CFO News

FEBRUARY 2, 2023

Senior executives of several companies in their latest earnings calls shared bullish growth plans for this calendar year that would require them to expand marketing and advertising expenses.

Advertising 52

Advertising Investments Planning Marketing 52

Nerd's Eye View

NOVEMBER 24, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that FINRA has issued a proposal to allow broker-dealers to advertise hypothetical performance data to institutional and high-net-worth investors, which would bring the rules for broker-dealers largely in line with (..)

Communication 88

Communication Advertising Planning Finance 88

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

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 82

Advertising Investments Planning Numbers 82

CFO News Room

NOVEMBER 13, 2022

The Mobile Marketing Association (MMA) has demonstrated the tight correlation between advertising spend and economic indicators like GDP growth by looking at historical data. This doesn’t have to mean cutting overall investment; it could involve simply redeploying resources to their highest and best use. Embrace speed and agility.

Budgeting 130

Budgeting Marketing Math Advertising 130

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 73

Advertising Planning Technology Investments 73

Nerd's Eye View

FEBRUARY 1, 2023

In recent years, though, the growing use of lead-generation services, advisor networks, and ‘advisor-matching’ tools, referred to as “operators” in the Marketing Rule’s Adopting Release, has given rise to third-party solicitation activity that often looks more like advertising directly to prospective clients.

Marketing 67

Marketing Advertising Compliance Investments 67

CFO Share

NOVEMBER 29, 2021

CFOs use CAC and LTV for forecasting revenue and planning cash flows. Consider the following simple example: Company X is thinking about increasing their advertising budget from $100k to $130k. One of the CFO’s main responsibilities is cash planning. CAC and CLV (aka LTV) are essential components of business growth analysis.

CFO 90

CFO Budgeting Advertising Forecasting 90

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 85

Advertising Investments Planning Practice Management 85

CFO Share

MARCH 27, 2024

Return on Investment Definition (ROI) ROI measures the bang for your buck. It helps small businesses by answering a simple question: for every dollar you invest in your business, how much profit do you get back? A law firm investing in bitcoin may generate an ROI, but likely does not align with the company’s mission or strategy.

Prioritization 52

Prioritization Investments Valuation Advertising 52

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 82

Advertising Investments Planning Practice Management 82

Nerd's Eye View

DECEMBER 20, 2022

Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. Welcome back to the 312th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Emily Rassam.

Education 92

Education Planning Advertising Leverage 92

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

DECEMBER 16, 2022

Adobe maintained its forecast for the new fiscal year, while announcing a plan to buy hot startup Figma in the quarter. The Wall Street firm cited recent underperformance in net adds as well as growing macro headwinds to advertising revenues. New York Times — The newspaper stock fell 3.7% Accenture — Shares dropped 5.1%

Technology 130

Technology Auditing Advertising Forecasting 130

CFO News Room

DECEMBER 6, 2022

after the CEO said it projects fourth quarter advertising revenue to be lower than the third quarter. The Wall Street firm said several factors are boosting confidence in the stock next year, including a planned spinoff of its health care division and strong momentum for its aviation business.

Communication 130

Communication Prioritization Valuation Advertising 130

PYMNTS

JUNE 1, 2018

SoftBank To Invest $2.2B The investment is coming from SoftBank’s $100 billion Vision Fund. Reuters noted it’s one of the fund’s biggest investments in self-driving technology. Apple is going to launch a new chip, Pinterest beefs up video and Uber is raising fares. In GM’s Cruise Self-Driving Car Business.

Investments 40

Investments Advertising Communication Securities 40

Barry Ritholtz

FEBRUARY 15, 2023

Investors Need a Long-Term Plan. Businessweek ) • PE Has Only Scratched the Surface of Sports Investing. Generational, cultural, and legal shifts are making sports investing more attractive. There is no one to induct. ( Businessweek ) see also ChatGPT Sparked an AI Craze. Here’s how to build an AI portfolio.

Forecasting 107

Forecasting Advertising Investments Startups 107

Barry Ritholtz

NOVEMBER 27, 2023

My back-to-work morning reads: • How to Tweak Your Investments for a More Normal Market : Convert a traditional IRA to a Roth IRA; Higher interest rates means cash gets a respectable yield; Revisit concentrated positions; consider adding international stocks; buy longer-dated Treasuries.

Concentration 98

Concentration Construction Advertising Treasury 98

PYMNTS

SEPTEMBER 11, 2020

11) that Apple’s plan to change its iPhone operating system will hurt businesses with its ad tracking limits. On “Squawk Box,” Mosseri said he will make the case against the update, which would impact how the Facebook-owned app and other mobile advertisers track users. . “We Adam Mosseri told CNBC on Friday (Sept.

Advertising 63

Advertising Planning Investments 63

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 81

Advertising Investments Numbers Accounting 81

CFO News Room

DECEMBER 26, 2022

There’s another method companies should try: “heat-testing,” or testing consumer reaction to online advertisements. There is an easily accessible way to solve this problem: online advertising as market research. Heat-testing is revolutionary because it takes place in the real world. Learning how target audiences respond to offers.

Marketing 130

Marketing Advertising Currencies Startups 130

CFO News Room

FEBRUARY 4, 2022

John Lynch, chief investment officer at Comerica Wealth Management, which manages $175 billion. The company also saw growth in its cloud-computing and advertising businesses. . In recent days, investors have shown more faith in the tech companies whose services are seen as staples than in those whose offerings are more elective, said.

Marketing 130

Marketing Profit and Loss Advertising Valuation 130

PYMNTS

MAY 8, 2020

The deal is the latest in a series of investments by the Mumbai-based firm to eliminate its debt, The Wall Street Journal reported. . Last month, PYMNTS reported that Facebook would invest $5.7 Jio has nearly 400 million subscribers with inexpensive mobile data plans, the news service reported. percent stake in Jio.

Advertising 99

Advertising eCommerce Investments Retail 99

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

PYMNTS

NOVEMBER 21, 2019

Other 5G Plans. Indeed, the three new iPhone models will be powered by a Qualcomm 5G modem chip, sources familiar with the plan said. According to Mobile-Ar.Reality.News , the retail chain “has been on a bit of an augmented reality advertising shopping spree via Snapchat lately. The infrastructure is very costly.

Planning 40

Planning Advertising Retail Technology 40

PYMNTS

OCTOBER 12, 2020

To get users to invest, the company launched an advertising campaign that included everything from live-streamed online discussions with investment professionals to ads at bus stops. Each of the funds said it could invest up to 10 percent of its assets under management into Ant’s IPO, the Journal reported.

Advertising 82

Advertising Investments Finance Sales 82

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

PYMNTS

JANUARY 8, 2020

Advertising technology Software-as-a-Service (SaaS) firm Mediaocean has formed a blockchain partnership with Amino Payments for transparency and accountability in digital advertising, Mediaocean announced on Tuesday (Jan. Mediaocean has been putting money into research on how blockchain would work in the advertising landscape.

Advertising 52

Advertising Budgeting Technology Investments 52

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 73

Advertising Numbers Planning Investments 73

Future CFO

JULY 13, 2020

Indonesia media company PT Media Nusantara Citra (MNC) has seen a surge of viewership – with demand high for family-oriented programmes with millions of children housebound, but a decline in advertising revenues. We are currently evaluating all our CAPEX and asking ourselves whether these investments a must during this period.

Planning 52

Planning Finance Manufacturing Advertising 52

Nerd's Eye View

APRIL 26, 2023

Second, firms are generally required to adopt and implement a set of written policies and procedures governing the firm's actions in areas including proxy voting, cybersecurity, personal trading of the firm's employees, material nonpublic information, and the firm's business continuity plan.

Compliance 91

Compliance Advertising Invoicing Communication 91