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

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

CFO News Room

NOVEMBER 11, 2022

In the years since, I have concluded that this is not true and that expense mis-categorization is not only common, but that it varies widely across sectors, making it difficult to compare accounting numbers or ratios across firms.

Accounting 130

Accounting Marketing Advertising Valuation 130

PYMNTS

FEBRUARY 27, 2018

Similarly, Nigeria is currently pursuing plans to upgrade its identity management infrastructure program, as part of an effort to both promote the nation’s economic development and improve security. The named individuals and companies were charged with using stolen Social Security numbers, home addresses and birthdates of U.S.

Numbers 44

Numbers Securities Advertising Economics 44

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

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

PYMNTS

SEPTEMBER 29, 2019

Google’ s plan to use a new internet protocol has caught the attention of Congressional antitrust investigators. The new standard will change a fundamental building block of the internet: the domain name system (DNS), which takes a user’s electronic request for a website and provides the internet protocol address numbers used by computers.

Planning 49

Planning Advertising Securities Numbers 49

PYMNTS

SEPTEMBER 29, 2019

Google’ s plan to use a new internet protocol has caught the attention of Congressional antitrust investigators. The new standard will change a fundamental building block of the internet: the domain name system (DNS), which takes a user’s electronic request for a website and provides the internet protocol address numbers used by computers.

Planning 48

Planning Advertising Securities Numbers 48

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.

Marketing 115

Marketing Valuation Profit and Loss Advertising 115

Nerd's Eye View

SEPTEMBER 15, 2023

Further, the survey results suggest that advisors who offer comprehensive services tailored to the needs of their target clients are likely to be more successful both retaining their current clients and in attracting clients who might be dissatisfied with their current advisor and their service offering.

Practice Management 86

Practice Management Advertising Leadership Numbers 86

Nerd's Eye View

DECEMBER 27, 2023

On the other hand, the advisor needs to understand what process the technology uses to begin with to ensure that their processes are being followed as described in their advertising and communications.

Communication 77

Communication Compliance Advertising Technology 77

PYMNTS

JANUARY 16, 2020

500M Rescue Plan Considered For Debt-Burdened Taxi Drivers. State and city leaders are planning to announce legislation on Friday, Jan. Financial services firms are experiencing more than 300 times the number of cyberattacks than other types of firms. Fed Study: Wholesale Payments Vulnerable In Bank Cyberattack.

Planning 52

Planning Advertising Numbers Banking 52

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 stock dropped below $6 in 2019, before mounting a comeback in 2021.

Valuation 130

Valuation Advertising Numbers Education 130

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

PYMNTS

APRIL 17, 2020

The ripple effects from the COVID-19 crisis continue to spread throughout the business world, with the advertising industry now feeling its destructive effects. Those were quantified yesterday in a new Internet Advertising Bureau survey that shows a steep decline expected in ad spending across digital media.

Advertising 75

Advertising Budgeting Marketing Numbers 75

CFO News Room

JANUARY 23, 2023

Traditional forms of marketing used by financial advisors – including networking with one’s friends and family members, cold-calling, and paid advertising – have been effective at reaching a ‘typical’ client base of older, wealthy retirees.

Marketing 130

Marketing Education Advertising Sales 130

Nerd's Eye View

JANUARY 27, 2023

By switching to 501(c)(6) nonprofit status, the new CFP Board of Standards will have expanded abilities to advance the planning profession through lobbying and more targeted advertising messages to grow the ranks of CFP professionals.

Nonprofit 79

Nonprofit Practice Management Advertising Leadership 79

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 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

Nerd's Eye View

NOVEMBER 28, 2022

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.

Advertising 85

Advertising Investments Planning Practice Management 85

PYMNTS

FEBRUARY 8, 2017

Button In $20M Series B, Plans Global Expansion. Button’s founders come from business backgrounds in loyalty, payments, eCommerce and advertising, holding past positions at companies like Venmo, Google Wallet and Rakuten. We help these companies drive more transactions,” Dudas said, “and we do it in a non-advertising way.

Investments 51

Investments Planning Advertising Banking 51

Nerd's Eye View

NOVEMBER 28, 2022

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.

Advertising 82

Advertising Investments Planning Practice Management 82

CFO News Room

FEBRUARY 2, 2022

Facebook also cited inflation as a weight on advertiser spending. The earnings report shows Facebook’s business is under pressure on a number of fronts, at a moment when Mr. Zuckerberg is betting the company’s future on VR headsets, AR glasses and virtual worlds, known as the metaverse, in which users can live and work.

Profit and Loss 130

Profit and Loss Valuation Advertising Investments 130

Musings on Markets

NOVEMBER 10, 2022

In the years since, I have concluded that this is not true and that expense mis-categorization is not only common, but that it varies widely across sectors, making it difficult to compare accounting numbers or ratios across firms.

Accounting 74

Accounting Advertising Valuation Investments 74

CFO News Room

NOVEMBER 2, 2022

Rogers — The engineering materials maker saw shares tumble 43% after a planned $5.2 Paramount Global — Shares of the media company dropped more than 11% after Paramount’s quarterly results missed expectations, as it suffered from cord cutting and a drop in advertising revenue. The deal was first announced Nov.

Foreign Exchange 130

Foreign Exchange Transportation Entertainment Advertising 130

CFO News Room

JANUARY 19, 2023

Updating the Numbers In the eighteen months since I valued these companies, much has happened, to the economy, to US equities collectively, and to these six companies, in specific. 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

The Finance Weekly

SEPTEMBER 3, 2023

A , study by PwC showed that 69% of people changed how they spend money in the last six months, and 43% plan to shop online more in the next six months. Prioritizing relationships with existing customers often yields better long-term success for businesses than splurging on , marketing , advertising, or sales outreach.

Prioritization 52

Prioritization Construction Advertising Numbers 52

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

PYMNTS

DECEMBER 20, 2019

This year, sustainable fashion was “in,” with all sorts of new and established brands advertising their products as designed to be environmentally sustainable. 21 billion: The number of pounds of textile waste that ends up in landfills each year. 3: The number of subscription plan options for Get the Gallery’s customers.

Advertising 52

Advertising Numbers Planning Retail 52

PYMNTS

JANUARY 22, 2021

Amazon is planning to hike fees for Spanish companies using its platform by 3 percent from April, according to a Reuters report, since the country's government imposed a new digital tax. Apple and Google introduced plans to pass on the taxes to consumers and advertisers respectively. Spain began charging the fee on Jan.

Advertising 60

Advertising Compliance Planning Numbers 60

PYMNTS

MARCH 17, 2020

To that end, the company is extending a total of $100 million in cash, as well as credits for advertising, to a maximum of 30,000 eligible small businesses. Facebook has also opened a special hub to help SMBs during the pandemic, and is planning virtual training through Blueprint, its free e-learning training program.

Communication 106

Communication Advertising Numbers Planning 106

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

PYMNTS

MAY 13, 2020

The New York City Council plans to impose limits on the fees delivery apps can charge restaurants for delivery, Bloomberg reported. The council plans on Wednesday (May 13) to impose limits of 15 percent fees per order and 5 percent for marketing and other services.

Advertising 56

Advertising Sales Numbers Planning 56

Nerd's Eye View

JANUARY 23, 2023

Traditional forms of marketing used by financial advisors – including networking with one’s friends and family members, cold-calling, and paid advertising – have been effective at reaching a ‘typical’ client base of older, wealthy retirees.

Marketing 90

Marketing Education Advertising Sales 90

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. Turn numbers into insights.

CFO 40

CFO Forecasting Tax Planning Advertising 40

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

MAY 3, 2019

Google Express is attracting a number of retailers, and continues to grow, and earlier this year, Google also started testing shoppable ads in image searches. billion fine by the European Commission for “abusive” advertising practices. The feature has been seen under some Nike videos. Google’s ad business is a big focus, despite a $1.7

Advertising 54

Advertising Manufacturing CFO eCommerce 54