Nerd's Eye View

JUNE 17, 2024

Further, advisers can potentially reduce the number of negative reviews received by ensuring that prospect and client relationships that do not work out (e.g., Next , by taking a proactive approach to reinforcing where they add value (e.g., when a prospect does not meet the firm’s asset minimum) are handled respectfully (e.g.,

Marketing 93

Marketing Advertising Compliance Leverage 93

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 91

Communication Advertising Planning Finance 91

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 93

Benchmarking Communication Advertising Compliance 93

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 92

Compliance Communication Practice Management Advertising 92

PYMNTS

APRIL 22, 2020

Last week it announced that it is offering its proprietary software solutions to a limited number of dealership groups that have multiple stores shut down or operations significantly impacted by the nationwide social distancing orders. Shift has adapted its model to deal with the COVID-19 pandemic.

Marketing 78

Marketing Communication Advertising Sales 78

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 83

Nonprofit Practice Management Advertising Cash Management 83

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. Its number of American customers jumped to 4.4

Entertainment 82

Entertainment Advertising Communication eCommerce 82

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 81

Communication Compliance Advertising Technology 81

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 88

Auditing Compliance Advertising Communication 88

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

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. billion active users per month at the end of last year.

Advertising 56

Advertising Accounting Communication Numbers 56

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

PYMNTS

SEPTEMBER 19, 2018

Amazon is forecast to reach the number three spot among sellers of digital ads in the U.S. 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. this year, according to market research firm eMarketer.

Advertising 51

Advertising Sales Forecasting eCommerce 51

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 70

Compliance Advertising Communication Accounting 70

PYMNTS

SEPTEMBER 6, 2019

In fairness, not all Dirty Lemon drinks have charcoal in them – though it is their most popular product, as it is advertised to “improve digestion, stimulate liver function and gently cleanse your system of impurities,” according to the Dirty Lemon website. Texting, Normandin noted, is “the most ubiquitous form of communication on Earth.”

Advertising 55

Advertising Communication Sales Numbers 55

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

MAY 2, 2018

Verizon Communications’ Oath Inc. It’s part of an effort to get Oath’s content and partners’ ads in front of the growing number of people watching shows on mobile devices, Oath’s chief executive officer, Tim Armstrong, told Reuters. The plan is for the partnership to eventually extend outside the country.

Advertising 40

Advertising Communication Numbers Sales 40

CFO News Room

DECEMBER 24, 2022

Excellent voice and communication skills, an eye for relevant content, basic knowledge of video equipment. And while it’s possible to earn cash, an increasing number of survey services compensate you in points, which are redeemable for prizes or gifts. There are a number of legit ways you can make money online. Get a Free Quote.

Investments 130

Investments Marketing Communication Advertising 130

The Charity CFO

APRIL 27, 2022

The biggest communication problem most nonprofits face (13:25). Why you need to “humanize” your communication. And, you know, I was telling him about what I was trying to do and what I was trying to break into this, this marketing, advertising field. Um, and so I was hired to do digital communications. So for nine years.

Nonprofit 98

Nonprofit Communication Accounting Advertising 98

PYMNTS

AUGUST 25, 2019

Vietnam currently has 65 million social network accounts, a 30 percent increase from last year, according to data from Communications and Information Minister Nguyen Manh Hung, the report stated. million active Facebook users in 2018, and that number is expected to rise to more than 45 million this year.

Entertainment 50

Entertainment Advertising Communication Numbers 50

PYMNTS

DECEMBER 1, 2017

The consumer loans have come under criticism for exaggerated advertising and aggressive debt collection. In addition, all-in interest rates, which include upfront fees charged for loans, must be within the legally allowed annualized interest rate for loans, and terms and conditions of loans must be clearly communicated to borrowers.

Advertising 51

Advertising Communication Numbers Marketing 51

PYMNTS

FEBRUARY 2, 2019

3), the numbers put up by the players on the field will pale in comparison to the dollars that advertisers, sports enthusiasts, snack food aficionados and brands will put up, just so they can be part of America’s largest television viewing event. That aside, whatever drama goes down on the gridiron on Sunday (Feb. The Price Of Airtime.

Advertising 60

Advertising eCommerce Sales Retail 60

PYMNTS

AUGUST 13, 2019

For fans of retail or marketing history — or just fans of how people communicated in the past — reading old magazine and newspaper advertisement from, say, before the 1960s can be fun and illuminating. Victory achieved — score one for visual search.

Retail 67

Retail Advertising Technology Communication 67

PYMNTS

DECEMBER 31, 2019

Merchants will be turning on their near-field communication technologies, and accepting tap-and-pay at the terminal. merchants and acceptance for Mastercard , said that 60 percent of Mastercard’s card-present volume originates at merchants that are now contactless-enabled, and the company expects to see these numbers increase.

Sales 68

Sales Retail Technology Advertising 68

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Many advisors are accustomed to using verbal communication with clients (e.g.,

Planning 130

Planning Benchmarking Profit and Loss Communication 130

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. He is the author of the new book, “ Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall.”

Advertising 52

Advertising Communication Finance Sales 52

PYMNTS

MAY 31, 2019

DePinto says the company aims to serve today’s modern travelers by hosting them in urban apartment units with all the service a traveler might need “from the initial communication and marketing to the physical location and amenities and furniture.” When it comes to booking the units, the company takes a multichannel approach. “We

Technology 63

Technology Advertising Communication Marketing 63

PYMNTS

AUGUST 26, 2016

We want to explore ways for you to communicate with businesses that matter to you, while still giving you an experience without third-party banner ads and spam,” the company said in a blog post. This is the first time WhatsApp has shared data with its parent firm. Your encrypted messages stay private, and no one else can read them.

Advertising 42

Advertising Forecasting Communication Numbers 42

The Finance Weekly

MARCH 16, 2022

The right communication and understanding from both sides will create the ideal platform for company growth. But thinking of this simply in sales numbers is not enough. However, communication with the CFO is key. However this number can range up to 13 interactions, especially when talking about a higher end B2B product.

CFO 52

CFO Marketing Budgeting B2B 52

PYMNTS

NOVEMBER 30, 2020

As much as countries have taken different approaches to combat the virus, Jejdling said the entire world has been left with “irreversible changes in the ways we live and work” – and that has only underscored our reliance on high-speed digital communication and commerce. 5G is no longer just a novelty.”. The First Billion Is the Toughest.

Forecasting 58

Forecasting Advertising Technology Manufacturing 58

Musings on Markets

OCTOBER 6, 2023

With each decade, you can see the effect of regional and sector performance in the previous decade; the 1990 list is dominated by Japanese stocks, reflecting the rise of Japanese equities in the 1980s, and the 2000 list by technology and communication companies, benefiting from the dot-com boom.

Valuation 109

Valuation Profit and Loss Accounting Investments 109

PYMNTS

JANUARY 13, 2020

That’s a massive number, and one that represents the near-ubiquity of counterfeit goods, even on well-known and well-established marketplaces. But, according to Mercari, it is $15 well-invested, as customers are already showing a strong preference for authenticated goods – though the company is not yet ready to release the numbers.

Advertising 53

Advertising Communication Numbers Investments 53

PYMNTS

NOVEMBER 23, 2018

Those parts of the web, basically functioning as digital black markets, often involve people using such tools as Tor — software that masks IP addresses to enable anonymous communication over the web — to further protect themselves from the prying eyes of the legitimate world.

Advertising 73

Advertising Banking Accounting Communication 73

PYMNTS

SEPTEMBER 19, 2016

Five years later, WeChat is a commerce ecosystem that boasts a number of apps (bots wasn’t a vocabulary word back then, but that’s what they are) WeChat has deemed “official.” The number of consumers who have credentials now stored inside of WeChat doubled from 2015 to 2016.

Advertising 79

Advertising Retail Leverage Technology 79

PYMNTS

AUGUST 10, 2018

Both numbers reflect recent changes, according to the study. At number three is YouTube. Yahoo, now at number four on the website traffic list, will likely lose that rank to Amazon , which is currently at number five. YouTube’s parent, Google, already is the undisputed, unthreatened champion of U.S. billion visits.

Advertising 40

Advertising Entertainment Numbers Communication 40

PYMNTS

MARCH 2, 2017

Founded in 2011, Captify, like many of the firms we profile, was created to solve a problem — Google was destroying the traditional advertising industry. and winning some of the world’s biggest advertisers has contributed to our growth of over 170 percent,” said Joseph. 2016 was our proudest moment. Moving into the U.S.

Advertising 43

Advertising Retail Communication Leverage 43

The Finance Weekly

NOVEMBER 20, 2022

Finance directors in the past may have been persuaded to purchase software by clever advertising efforts or information they acquired at a CFO conference on the other side of the globe. Particularly CFOs have joined dark social in fast-growing numbers. Why you might ask?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance CFO Prioritization 52