CFO News Room

JANUARY 27, 2023

By switching to 501(c)(6) nonprofit status, the new CFP Board of Standards will have expanded abilities to advance the planning profession through lobbying and more targeted advertising messages to grow the ranks of CFP professionals.

Nonprofit 130

Nonprofit Practice Management Advertising Cash Management 130

CFO News Room

NOVEMBER 6, 2022

Twilio — Shares tumbled 16% after the cloud communications software maker issued a weaker-than-expected revenue forecast for the fourth quarter, despite an otherwise strong third-quarter report. Carvana said it’s seeking to decrease expenses given the macro backdrop, and declined to give a 2023 quantitative outlook. Warner Bros.

Restructuring 130

Restructuring Forecasting Advertising Communication 130

CFO Talks

JANUARY 30, 2025

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.

Communication 52

Communication CFO Valuation Construction 52

Nerd's Eye View

SEPTEMBER 21, 2023

And while some form of advertising is how firms have traditionally attracted clients, some advisors have asked if not actively marketing themselves can be a viable option, where new clients find their way to the advisor through a referral network who vouches for the good service they provide. Read More.

Profit and Loss 98

Profit and Loss Advertising Communication Marketing 98

PYMNTS

JANUARY 1, 2021

The proposal also mandates more disclosure on "online advertising and on the algorithms used to recommend content to users.". The communications can now include email and text messages (in unlimited quantity and even across social media direct messages), according to the CFPB. which of course is Brexit-ing the EU).

Treasury 141

Treasury Communication Advertising Currencies 141

Nerd's Eye View

NOVEMBER 24, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that FINRA has issued a proposal to allow broker-dealers to advertise hypothetical performance data to institutional and high-net-worth investors, which would bring the rules for broker-dealers largely in line with (..)

Communication 98

Communication Advertising Planning Finance 98

PYMNTS

MARCH 17, 2020

To that end, the company is extending a total of $100 million in cash, as well as credits for advertising, to a maximum of 30,000 eligible small businesses. The grant program will help businesses with any number of issues – rent, operations, communications – and Facebook’s business hub has resources available now.

Communication 106

Communication Advertising Numbers Planning 106

Nerd's Eye View

JUNE 17, 2024

Even though the updated marketing rule has enhanced advisers’ ability to leverage online reviews, some advisers might wonder whether clients will actually leave reviews (and, if, so, whether they will be positive).

Marketing 98

Marketing Advertising Compliance Leverage 98

Nerd's Eye View

JULY 26, 2024

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 (..)

Benchmarking 98

Benchmarking Communication Advertising Compliance 98

Nerd's Eye View

SEPTEMBER 13, 2024

Which means that while many fee-only RIAs use the reduced conflicts that come with the fee-only model (as opposed to firms that receive compensation from commissions and other sources) as a key marketing talking point, the fact remains that being truly 'conflict free' is nearly impossible and such claims (which are hard to substantiate) appear to be (..)

Compliance 98

Compliance Communication Practice Management Advertising 98

Nerd's Eye View

DECEMBER 27, 2023

These responsibilities also extend to the use of any technology used in the process of giving advice: A recommendation made with the aid of technology still needs to be in the client's best interests, while the technology also needs to carry out any function as it's described in the advisor's marketing materials and client communications.

Communication 98

Communication Compliance Advertising Technology 98

PYMNTS

SEPTEMBER 17, 2020

The move would signal the commitment the company has toward advertising. Stankey said he wants to accelerate AT&T's moves to expand its advertising market to let advertisers use the company's data for other media companies' audiences. That, in turn, would allow the company to sell ads at higher rates.

Advertising 76

Advertising Communication Planning Marketing 76

Nerd's Eye View

JANUARY 27, 2023

By switching to 501(c)(6) nonprofit status, the new CFP Board of Standards will have expanded abilities to advance the planning profession through lobbying and more targeted advertising messages to grow the ranks of CFP professionals.

Nonprofit 98

Nonprofit Practice Management Advertising Cash Management 98

CFO Talks

FEBRUARY 27, 2025

c) Social Media and Corporate Responsibility Companies must be responsible for how they communicate online. Unethical behaviour, misleading advertising, and negative social media interactions can damage a companys reputation quickly. Ethical leaders must ensure that AI systems are free from bias and do not discriminate unfairly.

Leadership 52

Leadership Profit and Loss Communication Accounting 52

PYMNTS

SEPTEMBER 7, 2018

He was brought on as the head of Verizon’s media and advertising business, and now it seems he is departing the company, citing personal and family reasons. The hope had been to use the two well-known brands to forge a path in media and advertising. So far, not so good in that attempt. So far, not so good in that attempt.

Communication 40

Communication Advertising Investments Marketing 40

CFO News Room

NOVEMBER 13, 2022

The Mobile Marketing Association (MMA) has demonstrated the tight correlation between advertising spend and economic indicators like GDP growth by looking at historical data. As some competitors dial back their spend during the turndown, advertisers who stay the course are likely to realize big benefits. Stand out by staying in.

Budgeting 130

Budgeting Marketing Math Advertising 130

PYMNTS

DECEMBER 20, 2020

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.

B2B 77

B2B Investments Advertising Communication 77

Nerd's Eye View

JULY 31, 2024

Which means the firm will need to provide records of holdings and transactions for each of its clients (which may require some training and practice for employees to be able to quickly pull the needed data from the firm's custodian), as well as archived client communications and any advertisements produced by the firm.

Auditing 98

Auditing Compliance Advertising Communication 98

PYMNTS

APRIL 22, 2020

Second, advertising spend will increase, with companies like Shift, Cars.com and Carvana taking advantage of lower prices available for many media, including TV. For example, a company called Flick Fusion has introduced a video platform for dealers to communicate with customers remotely.

Marketing 78

Marketing Communication Advertising Sales 78

PYMNTS

SEPTEMBER 19, 2016

This marked the first P2P payments system within a communication platform. Advertisers can select which audiences they want to target and when. Anyone 22 or older will not be able to communicate with other users, but it is unclear how Facebook will stop older users from joining in. Kenya has 5.3 Facebook Pleases Everyone.

Advertising 80

Advertising Communication Retail eCommerce 80

PYMNTS

MAY 1, 2020

The firm offers “Internet value-added services” per the announcement, encompassing online advertising, digital entertainment and FinTech as well as cloud services to users. Its communication platforms encompass WeChat, QQ and Weixin. Tencent, for its part, is a Hong Kong Stock Exchange-listed firm.

Entertainment 82

Entertainment Advertising Communication eCommerce 82

PYMNTS

AUGUST 14, 2020

A second suit is expected to be filed later this month at the High Court of Justice in London England, alleging violations of GDPR and the United Kingdom’s Privacy of Electronic Communications Regulations, which governs the use of personal data for marketing communications, TechCrunch reported.

Nonprofit 78

Nonprofit Communication Advertising Compliance 78

PYMNTS

APRIL 14, 2020

She has regular Zoom meetings with her advertising team to find ways to communicate with customers and even craft new offers for them. I think communication is the essence of what we do. Several “home” product kits have been assembled across all of G20s services from haircare to nails. We have to keep in touch with them.

Education 100

Education Communication Advertising Retail 100

PYMNTS

DECEMBER 22, 2020

On Tuesday, (Dec 22), The Wall Street Journal reported additional details on a pact the two companies allegedly struck to “cooperate and assist one another” if they faced a probe into an advertising deal the two worked out. District Court in Texas, alleges in 2017, as Facebook emerged as a advertising powerhouse, Google took notice.

Advertising 60

Advertising Communication 60

PYMNTS

DECEMBER 23, 2020

Congress is currently weighing changes in Section 230 of the Communications Decency Act, which shields sites from most liability suits over content. Federal Communications Commission could make a proposal on the matter as soon as Wednesday, Bloomberg reported. Google’s owner Alphabet is also wary about changing the law.

Communication 76

Communication Transportation Advertising Accounting 76

Nerd's Eye View

AUGUST 15, 2022

For instance, AGB connects with pro bono clients so advisors do not need to spend time advertising their services. AGB also offers dedicated assistants who help with administrative tasks, communicating with clients and tracking their progress between meetings, which saves advisors even more time.

Planning 96

Planning Advertising Communication 96

Nerd's Eye View

APRIL 26, 2023

Third, regulators require RIAs to maintain an extensive set of books and records of the firm's business and advisory practices, including business and financial records (like bank statements and invoices), client-related documents (like written client communications, client agreements, and written information forming the basis of any recommendation (..)

Compliance 98

Compliance Advertising Invoicing Communication 98

Nerd's Eye View

AUGUST 15, 2022

For instance, AGB connects with pro bono clients so advisors do not need to spend time advertising their services. AGB also offers dedicated assistants who help with administrative tasks, communicating with clients and tracking their progress between meetings, which saves advisors even more time.

Planning 90

Planning Advertising Communication 90

PYMNTS

DECEMBER 24, 2019

When it was revealed last year that Facebook was using peoples’ personal phone numbers for two-factor authentication for advertising, privacy advocates were outraged, saying that the company had eroded trust in one of the largest digital communication tools.

Numbers 55

Numbers Advertising Communication Securities 55

CFO Thought Leader

JUNE 18, 2024

Fluent in three languages, he found that his experience at Berlitz broadened his perspective and honed his communication skills. Today, if a a publisher sells $1 worth of advertising inventory, they’re getting only 20 to 30 cents in their own pocket. Today, more than 70% of the Internet is blind to advertisers.

CFO 52

CFO Advertising Budgeting Problem Solving 52

CFO News

AUGUST 16, 2023

Parimatch, a Cyprus-based group, sits at the centre of the largest such network under investigation, which even advertises during local sports leagues on TV.

Advertising 52

Advertising Communication 52

PYMNTS

APRIL 30, 2020

Facebook ’s earnings results showed the impacts of a pandemic that proved to be headwinds on its advertising business, but logged gains in monthly and daily active users. Management also said it is in the early stages of monetizing WhatsApp. billion in revenues, up 18 percent year on year and better than the $17.4 billion and 2.6

Advertising 56

Advertising Communication Investments 56

PYMNTS

MARCH 22, 2020

Facebook is under fire in a new set of documents in a lawsuit, which allege the company knew for years that paid advertising services on the site were exaggerating and distorting the number of people who would see the ads, according to a report by the Financial Times. ” The lawsuit was originally filed by a small business owner in 2018.

Advertising 56

Advertising Accounting Numbers Communication 56

PYMNTS

SEPTEMBER 19, 2018

That would put the eCommerce giant ahead of Verizon Communication’s Oath and Microsoft, although it is still far behind Google and Facebook , noted the report. She said that Amazon has also made it easier for advertisers that aren’t selling products on the platform to purchase ads. billion in ad revenue in the U.S.

Advertising 51

Advertising Sales Forecasting eCommerce 51

PYMNTS

JUNE 29, 2020

Employers, she said, may not have understood the real value and not placed emphasis on that option through communication or advertising campaigns. Before the pandemic struck, she said, pay cards were potentially “just another choice” for the employee.

Compliance 94

Compliance Advertising Banking Budgeting 94

Nerd's Eye View

APRIL 26, 2023

Third, regulators require RIAs to maintain an extensive set of books and records of the firm’s business and advisory practices, including business and financial records (like bank statements and invoices), client-related documents (like written client communications, client agreements, and written information forming the basis of any recommendation (..)

Compliance 98

Compliance Advertising Invoicing Communication 98

PYMNTS

APRIL 16, 2019

But now, with that data stored in [a consumer’s mobile] wallet … when they tap to pay, [near-field communication (NFC)] can push back a message to the consumers asking them if they’d like to enroll in [a] rewards program with the touch of a fingerprint — and there’s no paperwork needed.

Retail 64

Retail Advertising Entertainment Communication 64