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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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Weekend Reading For Financial Planners (July 27-28)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Charles Schwab's latest RIA benchmarking study shows that firms saw significant AUM growth in 2023, thanks in part to strong equity market performance, but also thanks to organic growth initiatives that brought in additional (..)

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Employee Experience Expectations

VCFO

Compensation benchmarking is a recommended first step in assessing your compensation strategy as it allows for comparison of your practices with those of similar companies in your market(s). SHRM notes that the share of job postings “advertising remote or hybrid work options fell from a peak of 10.3 percent in February 2022 to 8.3

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KPIs vs Metrics: What's the Best Way to Monitor Performance?

The Finance Weekly

These indicators focus on important objectives and serve as benchmarks for long-term success. But, how do you determine what to track? What Are KPI Metrics? KPIs are measurable values used to assess progress toward business goals. Timeframe KPIs measure progress over a set period and align with important business objectives.

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Crafting Strategic Visions with Roger Castle

CFO Talks

Crafting Strategic Visions with Roger Castle In the latest CFO Club podcast, Leana van der Merwe sat down with Roger Castle, an accomplished CFO and finance expert with decades of experience across industries such as cloud management, online advertising, financial services, and telecommunications. Where do you start?

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DTC Brands See Media Opportunity In Crisis

PYMNTS

Wiese and his team have put together several reports that benchmark the current crisis and show the media opportunity, especially for DTC retail , in the current environment. Advertisers who reduce their share of voice during an economic downturn suffer consequences, the VAB study found. DTC brands grew up digital,” he noted.

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Adobe’s Magento Adds Google And Amazon Functionality

PYMNTS

The Commerce Cloud is a fully managed cloud-based version of the Magento platform that is fully integrated with benchmark Adobe tools like analytics, marketing and advertising. About two months ago, Adobe launched Commerce Cloud , which was an extension of its $1.68 billion acquisition of Magento in May of 2018.