Nerd's Eye View

DECEMBER 20, 2022

Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. Welcome back to the 312th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Emily Rassam.

Education 94

Education Planning Advertising Leverage 94

PYMNTS

MAY 22, 2020

s classified advertising business, the Financial Times reported. a global investment firm with offices in New York, has submitted an initial bid for the eBay division. In February, PYMNTS reported that eBay was getting closer to selling off its classified advertising business. A new suitor has emerged for eBay Inc. ’s

Advertising 56

Advertising Leverage Education eCommerce 56

Bramasol

MAY 23, 2024

Examples include management consulting, accounting & auditing, legal services, IT and technology consulting, software integrators, engineering & architecture, marketing & advertising, financial advisory & investment firms, real estate & property management, and R&D consultancies.

Compliance 89

Compliance Accounting SAP Invoicing 89

PYMNTS

SEPTEMBER 19, 2019

The complexity of online and mobile advertising — and the vast sums of money involved — make those areas extremely attractive for criminals. Welcome to the world of advertising fraud. As PYMNTS research has documented , advertisers will lose a projected $5.8 billion to $42 billion to fraudsters this year alone.

Advertising 53

Advertising Leverage Banking Marketing 53

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

PYMNTS

MAY 22, 2020

s classified advertising business, the Financial Times reported. a global investment firm with offices in New York, has submitted an initial bid for the eBay division. In February, PYMNTS reported that eBay was getting closer to selling off its classified advertising business. A new suitor has emerged for eBay Inc. ’s

Advertising 52

Advertising Leverage Education eCommerce 52

Barry Ritholtz

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. I thought this was an absolutely fascinating way to see the world of investment management. Investment banks were not really a known concept in the area where I grew up.

Investments 119

Investments Banking Advertising Marketing 119

PYMNTS

DECEMBER 7, 2020

But] media consumption and customer behaviors have changed, and Ikea is already increasing digital investments while volumes and interest in the catalogue have decreased.”. Leveraging the direct mail channel, U.S. advertisers spend $167 per person on direct mail to earn $2,095 worth of goods sold — an ROI of 1,300 percent.

Retail 97

Retail Sales Advertising Leverage 97

PYMNTS

DECEMBER 3, 2019

In separate news, Piper Jaffray analysts gave Facebook a bullish initiation and overweight rating, citing the company’s finesse in handling bad press while leveraging investments at the same time. Facebook shares were $197.50 in premarket trading per reports on Tuesday (Dec. 3), down 1.1

Compliance 52

Compliance Advertising Leverage Investments 52

PYMNTS

NOVEMBER 3, 2020

The company’s recent investments — particularly its expansion into cryptocurrency and buy now, pay later (BNPL) financing — were of particular interest to analysts during the Q&A segment of the earnings call. Pinterest Gains Advertisers as It Competes With Other Social Networks. PayPal to Bring Pay Later to Venmo. Dozens of panels.

Advertising 55

Advertising Banking B2B Leverage 55

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. By leveraging first-party data, the campaign gave Kroger a 53 percent increase in traffic.

Marketing 47

Marketing Advertising Communication Leverage 47

PYMNTS

SEPTEMBER 26, 2019

Reports did not reveal who provided the funding, which comes in the form of debt and equity, but Engage:BDR said it plans to deploy the investment to strengthen its NetZero payment solution. Engage:BDR isn’t the only FinTech targeting cash flow management in the advertising and publishing sector.

Advertising 43

Advertising Invoicing B2B Finance 43

CFO Talks

NOVEMBER 29, 2024

Elizabeth Burns exemplifies this dynamic role, demonstrating how financial frameworks can be leveraged to meet sustainability objectives and deliver value to diverse stakeholders. From employing local talent to investing in community health infrastructure, GDC’s approach integrates ESG principles into its broader business strategy.

Finance 98

Finance Profit and Loss CFO Leadership 98

PYMNTS

APRIL 18, 2018

According to news from Business Insider , the button aims to give marketers more reason to advertise on the platform. Snap isn’t the only company eyeing AR as a way to increase advertising revenue. The button is available on its “Shoppable AR” lens product. For instance, do barfing rainbows and dancing tacos actually drive sales?

Advertising 41

Advertising Entertainment Leverage Sales 41

PYMNTS

SEPTEMBER 24, 2020

Singapore, Donlea added, has a forward-thinking government in place that is friendly toward commercially oriented technology and is eager to attract global investments (and has narrowed down finalists for five digital banking licenses). The percentage of total sales that occurred online in the U.S. People are desperate.

Compliance 98

Compliance Accounting Advertising Sales 98

CFO Thought Leader

JULY 22, 2024

Eager to gain deeper involvement in business operations, Schenker joined Yahoo Sports as head of business operations, a position that enabled him to hone his skills in budgeting and investment strategies. Schenker: Aditude is one of the largest header bidding and advertising operations companies in the world. and Cluster.

CFO 52

CFO Advertising Education Prioritization 52

PYMNTS

SEPTEMBER 23, 2019

Investments in digital banking are paying dividends for CUs by improving membership and creating more efficient services. Deep Dive: How CUs Leverage Social Media. CUs active on social media risk alienating customers with too-aggressive advertising. For more on these and other CU news items, download this month’s Tracker.

Concentration 63

Concentration Leverage Healthcare Advertising 63

PYMNTS

SEPTEMBER 22, 2017

The company is looking for an experienced designer who “leverages interactive streaming video to create new shopping experiences for customers.”. Some, noted CNBC, seem like advertisements, while others are hosted by various professionals, from makeup artists to journalists.

Advertising 47

Advertising Startups eCommerce Leverage 47

PYMNTS

AUGUST 14, 2020

To better serve our customers, we’re continuing to invest in technology that enables us to expand our digital services to deliver anything, anytime, anywhere,” Jody Kalmbach, group vice president of product experience at Kroger, said in a statement. Analyst Ben Bienvenu. “We Will it use an earnings call to do so? Probably not.

eCommerce 85

eCommerce B2C Leverage Entertainment 85

PYMNTS

OCTOBER 5, 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.”. That’s the position of mobile operator O2 , among others. “5G As networks grow and use cases mature, those exotic apps may become the next phase of 5G.”.

Communication 77

Communication Retail Leverage Advertising 77

PYMNTS

SEPTEMBER 27, 2019

s Nationwide Building Society did not disclose how much it invested in BankiFi , but it did say that it’s support to the open banking FinTech comes as Nationwide plans to launch a business current account. Paro told reporters that it will look to wield the data it now has, and leverage it for freelancers and businesses using its solution.

B2B 59

B2B Accounts Payable Startups Advertising 59

PYMNTS

MAY 5, 2020

We are making significant strides toward profitability by driving gross margin expansion, increasing marketing efficiencies and gaining leverage on operating expenses,” CEO Niraj Shah told analysts, as reported in CNBC. In particular, he said, “Home is becoming an area that customers are disproportionately investing into.”.

Sales 52

Sales Profit and Loss eCommerce Advertising 52

CFO Share

SEPTEMBER 15, 2023

Invest in growth but remain cash flow positive. Invest in growth but stay cash flow positive. Avoid overplaying the soft landing by investing only in growth you can support with free cash flow. That may mean hiring one employee instead of two, or moderating your advertising spend below your team’s goals.

B2B 52

B2B Forecasting Advertising Economics 52

CSC Advisors

SEPTEMBER 27, 2024

5 Tips to Maximize Your SBA Loan Benefits This Tax Season Securing a Small Business Administration (SBA) loan can be a game-changer for your business, providing the necessary capital to invest in growth and operations. As you approach the 2025 tax season, it’s crucial to leverage your SBA loan’s financial advantages effectively.

Tax Planning 52

Tax Planning Leverage Planning Prioritization 52

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 Retail Startups Technology 65

PYMNTS

OCTOBER 12, 2018

Nubank : Gets a $180 million investment from Tencent, which brings Tencent into the Latin American market and also makes Nubank among the most highly valued startups in the region. Executives at six media agencies told CNBC this past week that that Amazon is gaining traction in advertising.

Advertising 42

Advertising Credit Risk Startups Budgeting 42

PYMNTS

NOVEMBER 17, 2020

Gojek and Telkomsel have worked together for more than two years and plan to leverage their combined scale to reach millions of people across Indonesia. . The two companies are also planning to work together to advance the country’s digital lifestyle sector and advertising technology solutions for all sellers.

Transportation 52

Transportation Advertising Leverage Technology 52

PYMNTS

MAY 19, 2017

The 85 percent growth in profits reflects strong sales and the selling off of certain investments. Another (one that Alibaba has already begun to explore) would be to offer online entertainment and film, leveraging advertising data and customers to become a cultural force.

Entertainment 46

Entertainment eCommerce Advertising Sales 46

PYMNTS

SEPTEMBER 27, 2019

And if you ask why aren’t Apple or Google or Amazon or Samsung offering faster payments , it’s because they have the leverage in the market not to have to,” Reinsch said. They build a product, invest in advertising it, see returns on that advertising and their product starts to pick up momentum.

Invoicing 65

Invoicing Advertising Credit Risk Finance 65

PYMNTS

SEPTEMBER 19, 2016

The functionality that seems to be advertised the most is to vote on a restaurant with a friend, but it’s not as obvious how to actually make a reservation, which, of course, one can do easily via the app itself that sits on the home phone screen. That doesn’t sound like something Google would be too enthusiastic about. Whither Bots?

Advertising 79

Advertising Retail Leverage Technology 79

PYMNTS

JANUARY 20, 2017

But advertising can be a pretty blunt instrument — which isn’t a great consumer experience. Once Windsor Circle’s platform analyzes this broad set of merchant data, it then puts the company in a position to create and distribute marketing and advertising campaigns that use highly personalized content.

Retail 49

Retail Advertising Marketing Leverage 49

Barry Ritholtz

SEPTEMBER 19, 2022

He has a fascinating background in technology and software, and is interested in all sorts of interesting things, ranging from climate change to humanism, to the huge transitions that humans have gone through as a species and what it means to society, investing, scarcity and just the quality of life that we will enjoy as a species.

Valuation 122

Valuation Investments Marketing Technology 122

CFO Thought Leader

AUGUST 20, 2023

We don’t take risks on financial matters, though—on things with high leverage. 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. ” So, we started Autotrader.com.

CFO 52

CFO Communication Advertising Finance 52

PYMNTS

AUGUST 14, 2017

Previously, African merchants had the opportunity to sell their wares on platforms such as OLX and Jumia or by leveraging social media platforms like Facebook and Instagram. Rather, Sky.Garden hopes its merchants will use those social media channels to share the links to their unique web shop pages to easily convert advertising to cash.

eCommerce 52

eCommerce Transportation Advertising Leverage 52

PYMNTS

MARCH 8, 2017

Investment activity for the week that ended March 4 roughly doubled from previous levels, as the fund flow hit about $1.7 The remaining triple-digit deal in the period came as Banco Bilbao Vizcaya Argentaria invested in Atom Bank with as much as $101 million, part of continued capital raising since the latter months of the last year.

Marketing 43

Marketing Investments Advertising Securities 43

PYMNTS

APRIL 15, 2019

Like many of the largest players in the platform economy today – Facebook, Airbnb, Google, Amazon – Uber is leveraging its platform assets, and its critical mass of drivers and consumer users, to find new sources of value for its platform and the stakeholders who are part of it. That’s made up of the $5.7 trillion global freight market.

Transportation 73

Transportation Healthcare Economics Leverage 73

PYMNTS

OCTOBER 13, 2017

However, on top of the years of research Amazon typically invests before entering a new market, pharmacy executives said it will take 18 to 24 months for Amazon to get drug licenses in all 50 states, so don’t expect Walgreens to go out of business tomorrow. Taking On YouTube. One thing Amazon may believe it can do better than YouTube?

Advertising 40

Advertising eCommerce Leverage Planning 40