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

JULY 26, 2024

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 (..)

Benchmarking 98

Benchmarking Communication Advertising Compliance 98

PYMNTS

JULY 8, 2016

Now collectively called SumUp, the company is rolling out EMV-enabled mPOS terminals to compete with Square, the big player in the American market that has popularized mPOS solutions with its sleek terminals that are advertised to help businesses process payments on the fly. “A that has actually good proposition.”.

Benchmarking 41

Benchmarking Technology Advertising Securities 41

Barry Ritholtz

AUGUST 15, 2023

SEIDES: If the S&P is your benchmark, which it isn’t for these pools of capital. RITHOLTZ: What should be their benchmark? So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. So what do you use for a benchmark? 14, 15% a year? RITHOLTZ: Right.

Investments 52

Investments Benchmarking Marketing Treasury 52

Onplan

NOVEMBER 30, 2022

Benchmarking and KPI tracking across the organization to stay on course. The tool has several custom reporting features, including providing scorecards and benchmarking with external data. Automated reporting also enforces compliance with GAAP and IFRS standards. Ad hoc reporting and visualization. Final thoughts on OnPlan.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 52

CFO News Room

DECEMBER 26, 2022

10 Key Performance Indicators For Financial Advisory Firms To Compare With Industry Benchmarking Studies – Industry benchmarking studies can be a valuable tool for advisory firm owners to make better business decisions. The key point is that firm owners can use benchmarking data to better understand how they can improve their business.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

The Charity CFO

APRIL 27, 2022

So, um, my story, I, you know, I graduated from college right after nine 11, which is a horrible time to enter into the job force, especially so for somebody that desperately wanted to work a, in the field of marketing and advertising. I’ve found that if you create goals and benchmarks that you wanna hit, now, they might be wrong.

Nonprofit 98

Nonprofit Communication Accounting Advertising 98