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 94

Communication Advertising Planning Finance 94

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 91

Profit and Loss Advertising Communication Marketing 91

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 95

Marketing Advertising Compliance Leverage 95

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 96

Benchmarking Communication Advertising Compliance 96

CFO News Room

FEBRUARY 3, 2022

new ad-privacy policy is roiling the digital-advertising world. The move limited the ability to gather data through apps that is used to target digital ads and drove advertisers to alter spending patterns. Facebook ’s. FB -26.39%. parent company served up a stark sign of how. Apple Inc.’s. AAPL -1.67%. Meta Platforms Inc. FB -26.39%.

Advertising 130

Advertising Profit and Loss Sales CFO 130

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 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 Leadership 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 News Room

NOVEMBER 28, 2022

Taboola — Shares of the advertising company surged 45% after Taboola announced Yahoo had taken a 25% stake in the company as part of a 30-year agreement, in which Taboola will power native advertising on all Yahoo platforms. The firm said it sees “sustained headwinds” the communications tool and messaging company.

Entertainment 130

Entertainment Advertising Manufacturing Communication 130

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

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

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 85

Communication Compliance Advertising Technology 85

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 92

Auditing Compliance Advertising Communication 92

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 88

Nonprofit Practice Management Advertising Leadership 88

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

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.

Compliance 73

Compliance Advertising Communication Accounting 73

CFO Thought Leader

AUGUST 20, 2023

Some of the largest advertisers in those businesses are automotive, so we had connection points into the automotive sector that led us to buy Manheim Auto Auction in Manheim, Pennsylvania, back in the 1960s. ” This was part of our value set back then, as it still is today. ” So, we started Autotrader.com.

CFO 52

CFO Communication Advertising Finance 52

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

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

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

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

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 Communication Numbers 56

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

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 96

Compliance Advertising Invoicing Communication 96

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

PYMNTS

DECEMBER 20, 2019

They are especially targeting mobile-first campaigns and in-app advertisements, where advertisers are expected to spend $77 billion to capture picky customers. With advertisers expected to spend $77 billion on mobile advertising, this unfortunately makes it a lucrative opportunity for fraudsters.

Advertising 52

Advertising Securities Communication eCommerce 52

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

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

Barry Ritholtz

NOVEMBER 2, 2023

Vice ) • At Fidelity, AI Provides Extra Eyes to Spot Red Flags : The artificial intelligence application Saifr uses natural language processing to help portfolio managers, sales and other staff review public-facing communication.

Advertising 52

Advertising Communication Finance Sales 52

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

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 97

Compliance Advertising Invoicing Communication 97

PYMNTS

SEPTEMBER 3, 2019

It’s also one of the most prevalent, with advertisers expected to lose more than $5.8 It would be easy to blame bad actors, but ad fraud is also perpetrated by dishonest publishers using false clicks and stacked ads to take advantage of advertisers. Fraud takes many forms, from account takeover attacks to identity theft. AI Solutions.

Advertising 46

Advertising Profit and Loss Communication Accounting 46

PYMNTS

SEPTEMBER 13, 2019

As they seek evidence of anticompetitive behavior, House lawmakers are asking for executive communications and emails from four technology companies. The request to Alphabet, for instance, spotlights 24 services and products ranging from YouTube to advertising technology and Waze.

Communication 49

Communication Advertising Technology Planning 49

PYMNTS

NOVEMBER 1, 2019

In the back office, financial management strategies are shifting for industry players as subscription services and advertising strategies evolve to keep up with the pace of change. According to FastPay President and COO Secil Baysal, any of these media industry shifts have opened up opportunities, particularly for advertisers and publishers.

Advertising 40

Advertising B2B B2C Finance 40

PYMNTS

MARCH 15, 2019

The partnership will allow advertisers to use the supermarket giant’s first-party data for targeting on Pinterest, as well as track products from digital inspiration to purchase through closed-loop measurement.

Marketing 47

Marketing Advertising Communication Leverage 47

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 72

Planning Advertising Communication 72