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Performance Advertising Under the SEC’s Marketing Rule

CFO News Room

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.,

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The Truth-In-Advertising Push

PYMNTS

There’s a (slowly) growing push among retailers, brands and even politicians to make advertising campaigns as true and transparent as possible. We want to lend our voice and the support of the ModCloth community to this movement to stop the extreme and harmful photoshopping of women in advertisements.”.

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Weekend Reading For Financial Planners (July 27-28)

Nerd's Eye View

Also in industry news this week: While the number of RIA M&A deals has not surged in 2024, the average size of deals has increased, demonstrating interest from (often private-equity-backed) firms in pursuing larger targets Off-channel communication tops the list of concerns amongst RIA compliance professionals, with advertising and marketing coming (..)

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CSI To Invest More In B2B Ad Payments

PYMNTS

Corporate Spending Innovations (CSI) has announced that it will be spending more to boost its cloud-based services for B2B payments for advertising and media needs, a company press release says. He said the company put a high priority on communicating clearly about the digital payments situation and the benefits of working remotely.

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The Robo-Accountants Are Coming

Boston Startup CFO

Among the top 10% of jobs most likely to be automated: insurance underwriters, tax preparers, loan officers, credit analysts, and accounting professionals. Robo-advisers have become a fixture in the financial services space, and automated tax preparation apps have been the subject of a tax season advertising blitz.

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Holding Onto Your Marketing Budget in a Downturn

CFO News Room

The Mobile Marketing Association (MMA) has demonstrated the tight correlation between advertising spend and economic indicators like GDP growth by looking at historical data. Often this comes down to accountability and silos. Zero out inefficient spend and ways of working. Stand out by staying in.

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How ‘Pandenomics’ Will Drive Mobile Check Deposits

PYMNTS

But not that long ago, SMS was a little-used means of communication. He said the first era of mobile check deposit years ago might be likened to “happy days are here again,” where growth was “up and to the right,” fueled by banks’ advertising campaigns. Nowadays, we all text — some of us incessantly. But then came the hard part.

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