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

Barry Ritholtz

SEPTEMBER 3, 2024

Barry Ritholtz: The old, the old joke, half of our advertising dollars are wasted. I think actually if you go public, there tends to be a more of a concentration in owners holding founder 00:17:41 [Speaker Changed] Stock. 00:23:35 [Speaker Changed] I mean very concentrated portfolios and long-term perspective.

Investments 57

Investments Valuation Concentration Marketing 57

CFO News Room

NOVEMBER 28, 2022

By applying the ideal-target-client framework, advisors can not only better target their marketing efforts (as they can align their website and other advertising efforts with their ideal client’s needs), but they can also streamline their day-to-day work, as they will encounter fewer ‘new’ issues as their client base grows.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

PYMNTS

AUGUST 21, 2017

He advertised it as broken, set the starting bid at $1.00 million from Benchmark Capital and changed its name to eBay. The only way to reliably get into the News Feed and get noticed by users was to buy advertising and hope that enough consumers saw an ad, clicked and then clicked again to buy. Most users didn’t.

Advertising 51

Advertising Retail Startups eCommerce 51

Barry Ritholtz

DECEMBER 12, 2023

He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. Low price stock has historically had some very large concentrated positions.

Benchmarking 104

Benchmarking Concentration Investments Profit and Loss 104

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.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

OCTOBER 13, 2023

Morgan found that, from 1980-2020, around 40% of the time a concentrated position in a single stock experienced negative absolute returns. Orbis deploys a unique fee arrangement , where they are only paid a fee when they outperform their benchmark and refund fees to clients when they underperform. Recall J.P. Can It Be Done Again?

Benchmarking 52

Benchmarking Concentration Advertising Investments 52