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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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Ad Firms Predict Slower Advertising Growth for 2023

CFO News Room

Major advertising forecasting firms say global advertising growth in 2023 will be slower than previously predicted. . Automotive advertising could grow again after a period of moderate decline as the industry gradually emerges from the supply-chain crisis, the firm added. . Media owners’ ad revenue will grow 4.8% Mediabrands.

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#FASuccess Ep 412: 3X’ing The Business With No More Than 50 Great Clients By Hyperfocusing On Who You Can Add The Most Value For, With Anjali Jariwala

Nerd's Eye View

What's unique about Anjali, though, is how she has tripled her annual revenue from $250,000 to $750,000 during the past 6 years, while only adding a net of 10 client households (going from 35 to 45 clients in total), by hyperfocusing into her niches of physicians with complex tax needs and small business owners with $5M–$20M of revenue, offering (..)

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When Simplification Drives Scale | Erik Rothschild, CFO, Cin7

CFO Thought Leader

NOW WATCH CFO Erik Rothschild of Cin7 shares how an investors mindset, forged during the 2008 financial crisis, continues to guide his leadership approach. From building FP&A at Sovrn Holdings to stepping into the CFO role at Cin7, Rothschild has prioritized data-driven decisions, team evolution, and operational clarity.

CFO 52
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The Future of Finance and Sustainability with Elizabeth Burns

CFO Talks

Elizabeth Burns, CFO of Gas du Cameroon (GDC), exemplifies this balance, demonstrating how strategic financial leadership can support environmental responsibility. Similarly, Pieter De Jager, CFO of Tanga Cement, pointed to the complexity of transitioning to renewable energy sources. Elizabeth, thank you so much for joining us.

Finance 98
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Sebi asks mutual funds to stop using misleading illustrations in advertisements

CFO News

The market regulator said illustrations provided in the advertisements/ presentations/ brochures/ pamphlets would lead investors to believe that they will receive fixed returns on their investments.

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Cardlytics taps CLEAR alum for finance chief

CFO Dive

Alexis DeSieno, a veteran of biometric identification company CLEAR, takes Cardlytics' finance reins as the company grapples with a continuing slump in digital advertising.

Finance 246