Nerd's Eye View

JULY 26, 2024

The study also identified attributes of "top performing" firms across a range of metrics, finding that they are more likely than other firms to have a clear ideal client persona, client value proposition, and marketing plan.

Benchmarking 97

Benchmarking Communication Advertising Compliance 97

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 96

Compliance Communication Practice Management Advertising 96

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 93

Profit and Loss Advertising Communication Marketing 93

PYMNTS

SEPTEMBER 17, 2020

AT&T is considering new phone plans in which the customer could get a discount for letting the company put ads on their smartphone, Reuters reported. CEO John Stankey said the new plans, which could allow for a $5 or $10 reduction in their bill, could be rolled out by next year. in July, PYMNTS reported.

Advertising 76

Advertising Communication Planning Marketing 76

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

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 88

Communication Compliance Advertising Technology 88

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 91

Nonprofit Practice Management Advertising Cash Management 91

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

DECEMBER 26, 2022

Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Nerd's Eye View

APRIL 26, 2023

Second, firms are generally required to adopt and implement a set of written policies and procedures governing the firm's actions in areas including proxy voting, cybersecurity, personal trading of the firm's employees, material nonpublic information, and the firm's business continuity plan.

Compliance 97

Compliance Advertising Invoicing Communication 97

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. Instead, sources say the plan will be to integrate some of its operations more closely with the rest of the company. So far, not so good in that attempt.

Communication 40

Communication Advertising Investments Marketing 40

Nerd's Eye View

AUGUST 15, 2022

By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives. Pro bono financial planning refers to free, no-strings-attached financial advice and planning for underserved people.

Planning 75

Planning Advertising Communication 75

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 94

Auditing Compliance Advertising Communication 94

Nerd's Eye View

APRIL 26, 2023

Second, firms are generally required to adopt and implement a set of written policies and procedures governing the firm’s actions in areas including proxy voting, cybersecurity, personal trading of the firm’s employees, material nonpublic information, and the firm’s business continuity plan.

Compliance 98

Compliance Advertising Invoicing Communication 98

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. The support came before a planned Sept.

Communication 76

Communication Transportation Advertising Accounting 76

CFO Thought Leader

JUNE 18, 2024

Recognizing that the company’s executives had differing visions, he proposed skipping the annual budget process to focus on a 5-year integrated plan. The plan’s success ultimately contributed to Ellucian’s acquisition by TPG for $3.5 billion, demonstrating the power of cohesive strategic financial planning.

CFO 52

CFO Advertising Budgeting Problem Solving 52

Nerd's Eye View

AUGUST 15, 2022

By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives. Pro bono financial planning refers to free, no-strings-attached financial advice and planning for underserved people.

Planning 66

Planning Advertising Communication 66

PYMNTS

APRIL 14, 2020

“Email is great because anyone can use it, and it’s a great communicating tool that allows various companies to work together,” he said. The company plans to implement two-factor authentication measures to prevent hacking via stolen passwords, as well as add security features for attached documents.

Accounts Payable 96

Accounts Payable Invoicing Securities B2B 96

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 74

Compliance Advertising Communication Accounting 74

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

CFO News Room

DECEMBER 20, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Education 130

Education Planning Numbers Securities 130

PYMNTS

JULY 10, 2020

The company’s “Enabling Dishonest Behavior” policy has been updated to prohibit spyware and technology used for intimate partner surveillance including the ability to monitor texts, phone calls, browsing history, GPS trackers marketed to spy on someone without their consent and promotion of surveillance advertised with the express purpose of spying.

Advertising 56

Advertising Communication Technology Securities 56

PYMNTS

OCTOBER 5, 2018

Software is being tested, hardware is in the works and carriers are readying their plans to deploy 5G in select markets by the end of 2018.”. It will allow retailers, advertisers and service providers to leverage real-time mobile data to deliver an easier, more engaging and hyper-personalized experience to citizens.”.

Communication 77

Communication Retail Leverage Advertising 77

PYMNTS

MAY 2, 2018

Verizon Communications’ Oath Inc. The plan is for the partnership to eventually extend outside the country. Advertisers will be able to place “native ads,” or advertisements that blend in with the content where they appear, within Oath’s apps on Samsung’s Galaxy. million over the same period.

Advertising 40

Advertising Communication Numbers Sales 40

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. They plan develop new business models and services centered around 5G technology.

Retail 67

Retail Advertising Technology Communication 67

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. We also have a floor plan financing business called NextGear, which does between $8 billion and $9 billion.

CFO 52

CFO Communication Advertising Finance 52

PYMNTS

DECEMBER 12, 2018

In addition to using location data, Facebook filed a patent application titled “Location Prediction Using Wireless Signals on Online Social Networks” which BuzzFeed says pertains to tracking the strength of Wi-Fi, Bluetooth, cellular and near field communications signals to determine the location or a user and predict where he or she may go next.

Advertising 54

Advertising Communication Technology Planning 54

PYMNTS

JUNE 7, 2017

Today in retail news, employee of the week award goes to Kit, Shopify’s virtual assistant for Shopify merchants , who handles digital marketing and advertising for merchants on the platform … for an upcharge of $10 to $25 a month. Except now, all Shopify merchants can hire office assistant Kit at no additional cost.

Advertising 65

Advertising Startups Retail Technology 65

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

JUNE 1, 2018

The change to the near-field communication (NFC) chip is expected to be announced at Apple’s Worldwide Developer Conference (WWDC) on June 4. Advancing its advertising efforts, Pinterest said it plans to offer a promoted video tool, which allows marketers to gain more real estate than the platform’s typical grid-style layout.

Investments 40

Investments Advertising Communication Securities 40

PYMNTS

MAY 25, 2017

At Five Star Food Service, we pride ourselves on our ability to recognize the potential in trends like cashless payments and advertising for the unattended space. We are continually impressed by the support provided, from deployment planning to installation services, marketing communications and consumer research.

Technology 40

Technology Advertising Leadership Communication 40

PYMNTS

JUNE 9, 2018

China Leads The 2018 Advertising Push. to the global advertising market, according to Zenith. That has left an opening that Chinese brands are planning to spend — $832 million to fill on advertising — during the World Cup. That amounts to roughly 1 percent of China’s total advertising budget for 2018.

Advertising 43

Advertising eCommerce Sales Retail 43

PYMNTS

NOVEMBER 5, 2019

where a collective $3 trillion is tied up in businesses’ outstanding accounts receivable (AR), according to PYMNTS’ The Trade Credit Dilemma Report , While outdated AR practices are tangentially related to the dispute, this week, Instacart shoppers are planning to protest the delivery company over the way they get paid. percent and 43.8

Advertising 40

Advertising Invoicing Reconciliations Entertainment 40

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 The Market.

Technology 63

Technology Advertising Communication Marketing 63

PYMNTS

OCTOBER 31, 2019

And Facebook ’s third-quarter results came out ahead of expectations on the heels of advertising growth. Apple plans to be working hard going forward to make both its iPhone products and its wearables more accessible to its shoppers — if they happen to have received the new Apple credit card. Lyft’s Q3 Sees Boost In Revenue, Riders.

Advertising 40

Advertising Invoicing Communication Accounting 40

The Finance Weekly

MARCH 16, 2022

The right communication and understanding from both sides will create the ideal platform for company growth. Although it’s unconventional, and even scary to spend 2 or 3 times as much as planned on social media ads or recruitment campaigns- if it’s producing then keep going! However, communication with the CFO is key.

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 Manufacturing Technology 58