Nerd's Eye View

JUNE 17, 2024

Nonetheless, fewer than 10% of SEC-registered investment advisers report using them, even though the SEC’s updated investment adviser marketing rule allows financial advisors to proactively encourage testimonials (from clients), use endorsements (from non-clients), and highlight their own ratings on various third-party review sites.

Marketing 97

Marketing Advertising Compliance Leverage 97

CFO News Room

NOVEMBER 11, 2022

In my last post, I used Facebook’s recent troubles to talk about the importance of corporate governance, and how we, as investors, have abandoned the power to change management at many younger tech companies in return for being able to invest in young tech companies, with growth potential and well-regarded founders.

Accounting 130

Accounting Marketing Advertising Valuation 130

PYMNTS

MARCH 5, 2018

Procter & Gamble made headlines last week when its Chief Brand Officer, Marc Pritchard, confirmed that the world’s largest advertiser cut $200 million of digital advertising spend in the last nine months of 2017. Facebook, the social network, is actually Facebook, the massive advertising platform. That wasn’t the big news.

Advertising 49

Advertising Retail Sales Auditing 49

PYMNTS

OCTOBER 29, 2019

By the numbers, Google’s biggest and most notable miss was on its net income, which logged in at $7.07 Google’s advertising revenue — far and away its most profitable and core business line — hit $33.92 Pichai said that growth has been driven by the expansion of automated bidding among advertisers. “In billion or $10.12

Advertising 40

Advertising Profit and Loss CFO Investments 40

Nerd's Eye View

NOVEMBER 19, 2024

What's unique about Anjali, though, is how she has tripled her annual revenue from $250,000 to $750,000 during the past 6 years, while only adding a net of 10 client households (going from 35 to 45 clients in total), by hyperfocusing into her niches of physicians with complex tax needs and small business owners with $5M–$20M of revenue, offering (..)

Tax Planning 83

Tax Planning CFO Planning Advertising 83

CFO Thought Leader

JUNE 18, 2024

This comprehensive strategy, developed with input from all departments, required significant investment but also was crucial for the company’s transformation. Today, if a a publisher sells $1 worth of advertising inventory, they’re getting only 20 to 30 cents in their own pocket. Permutive was built to do two things.

CFO 52

CFO Advertising Budgeting Problem Solving 52

PYMNTS

NOVEMBER 20, 2020

Today in B2B payments, Wells Fargo rolls out its virtual card services for B2B payments, while PayPal Ventures makes a B2B payments investment. Each card payment is then assigned a virtual number tied to a commercial card account. PayPal Ventures Invests $11.9M Wells Fargo Debuts Digital Supplier Payment Tool.

B2B 78

B2B Investments Invoicing Advertising 78

CFO News Room

NOVEMBER 5, 2022

Having valued and invested in Facebook multiple times in the last decade, I will throw my two cents in, but rather than make the earnings report the center of attention, I will use the company’s recent travails to talk about three issues that I think are big issues not only at Facebook, but for the entire market.

Marketing 130

Marketing Advertising Profit and Loss Investments 130

Musings on Markets

FEBRUARY 8, 2024

That bias notwithstanding, these seven companies have been extraordinary investments, not just in 2023, but over the last decade, and there are lessons that we can learn from looking at the past. First, let's look at the performance of these seven stocks in 2023, when their collective market capitalization increased by a staggering $5.1

Marketing 118

Marketing Valuation Profit and Loss Advertising 118

Nerd's Eye View

AUGUST 25, 2023

Further, 87% of respondents said they would trust advice from human advisors, more than any other source of advice surveyed, and well above the 37% who said they trust generative AI tools.

Advertising 93

Advertising Investments Planning Numbers 93

PYMNTS

NOVEMBER 4, 2020

The latest earnings reports from Big Tech giants and social media platforms show that advertising spend is through the roof at present, after basically falling off the roof earlier this year. did strong Q3 numbers, with PYMNTS reporting that “Alphabet said search and other advertising revenues rose 6 percent year over year to $26.3

Sales 70

Sales Advertising Profit and Loss Budgeting 70

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 96

Communication Advertising Planning Finance 96

Nerd's Eye View

APRIL 21, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that in a settlement with the SEC, robo-advisor platform Betterment agreed to pay a $9 million penalty for allegedly misstating the frequency that its automated tax-loss harvesting system was scanning some client accounts between (..)

Advertising 87

Advertising Investments Marketing Numbers 87

Nerd's Eye View

JULY 10, 2023

Gary Siperstein, Jason's father, had built a successful investment management firm exclusively focused on managing portfolios of small-cap value stocks. Jason's next move was to shift the firm away from pure investment management by incorporating comprehensive financial planning for his clients.

Planning 98

Planning Advertising Investments Practice Management 98

Musings on Markets

NOVEMBER 10, 2022

In my last post, I used Facebook's recent troubles to talk about the importance of corporate governance, and how we, as investors, have abandoned the power to change management at many younger tech companies in return for being able to invest in young tech companies, with growth potential and well-regarded founders.

Accounting 77

Accounting Advertising Valuation Investments 77

Barry Ritholtz

FEBRUARY 17, 2023

Here’s your investing playbook. Bloomberg ) see also If You Bought Crypto Because of Larry David and Matt Damon, I’m Sorry : Tallying the losses after last year’s Super Bowl crypto-advertising bonanza. Here’s your investing playbook. They have each other’s phone numbers. trillion in assets.

Math 116

Math Advertising Investments Economics 116

Nerd's Eye View

MAY 1, 2023

only' checking client portfolios for tax-loss harvesting every other day, after having advertised daily checks) – a first for the SEC in scrutinizing an RIA not for failing to execute its investment promises to clients, but for failing to execute tax-loss harvesting promises instead.

Advertising 86

Advertising Technology Planning Investments 86

Nerd's Eye View

JUNE 16, 2023

Among other highlighted areas of interest, the regulator also flagged whether certain “ineligible persons” have been compensated for testimonials or endorsements and advisors’ use of third-party ratings in advertisements.

Advertising 93

Advertising Investments Numbers Accounting 93

PYMNTS

OCTOBER 29, 2020

29) that it enjoyed solid Q3 revenues as consumers began to spend again and advertisers followed by reopening their ad budgets. We also investing in improving the shopping experience in Search to help people find the best product and price available from a large range of merchants,” he said.

Retail 61

Retail Advertising Budgeting Investments 61

PYMNTS

APRIL 7, 2017

Companies that are targeted by this type of extortion can expect to lose thousands, if not millions of dollars, while the perpetrators of the attack can invest as little as $7 an hour to get the attacks off the ground. Pozhogin shared that the longest DDoS attack in 2016 lasted 292 hours, or about 12 days.

Numbers 51

Numbers Advertising Securities Investments 51

Nerd's Eye View

OCTOBER 1, 2022

From there, we have several articles on advisor marketing: How some of the biggest financial services firms are increasing their television advertising and how smaller firms can craft a scalable, cost-efficient marketing strategy. The potential advantages of taking RMDs in stock rather than in cash during the current market downturn.

Advertising 85

Advertising Numbers Planning Marketing 85

PYMNTS

FEBRUARY 8, 2017

After some weeks of large deals pushing investment activity past the high triple-digit millions of dollars — and, on one occasion, past the billion-dollar mark, fund flows returned to seemingly normalized levels. 3 tallied up $361 million in investments, dominated by the FinTech space at $283 million of that total. Button links U.K.

Investments 51

Investments Planning Advertising Banking 51

PYMNTS

APRIL 27, 2016

Advertisers face something of an unusual problem at the 2010s are past the halfway mark and roaring away toward the ’20s. Consumers have a screen in their pocket at all times – and, even better, a screen that is digital and connected to the Web and ready to have an advertisement beamed to it at any moment. .

Investments 40

Investments Advertising Entertainment Startups 40

Nerd's Eye View

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.

Advertising 95

Advertising Investments Planning Practice Management 95

Musings on Markets

NOVEMBER 4, 2022

Having valued and invested in Facebook multiple times in the last decade, I will throw my two cents in, but rather than make the earnings report the center of attention, I will use the company's recent travails to talk about three issues that I think are big issues not only at Facebook, but for the entire market.

Advertising 100

Advertising Profit and Loss Investments Marketing 100

CFO Thought Leader

JULY 2, 2023

At the time, Kapur could not have known that she was about to make what will more than likely be her professional life’s biggest investment of career years with a single company—nor could she have realized that upon completion of this 12-year stint, she would in short order become a CFO.

CFO 52

CFO Management Consulting Advertising Leadership 52

Nerd's Eye View

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.

Advertising 93

Advertising Investments Planning Practice Management 93

Barry Ritholtz

JUNE 24, 2023

To be a successful investor you need to possess a number of different traits. And you need the emotional discipline to stick with a reasonable investment strategy from manias to panics and everything in between. ( You need to understand how math, statistics and probabilities work. Why do so many people think he’s evil? (

Math 107

Math Advertising Investments Securities 107

CFO News Room

JANUARY 19, 2023

In this post, I will be valuing each of these companies, both to assess whether to invest in them individually, and to examine whether there are lessons for the market in their price entrails. For the latter, I am reporting on the trailing 12-month numbers, to ensure that I have the calendar year numbers.)

Valuation 130

Valuation Profit and Loss Numbers Advertising 130

Barry Ritholtz

JULY 19, 2023

The Guardian ) • Vivek Ramaswamy’s investment firm dials back anti-woke rhetoric. The investment firm founded by anti-woke crusader Vivek Ramaswamy is dialing down the very anti-woke rhetoric that made it prominent, hoping to court a wider audience, the firm acknowledged to investors in a letter last month.

Profit and Loss 52

Profit and Loss Advertising Restructuring Investments 52

PYMNTS

JUNE 8, 2016

There’s also the fact that the reported cause of the big drop in Yahoo’s proposed valuation was the reveal at the Sunnyvale meetings last month that Yahoo’s online advertising business is declining more rapidly than once supposed. And, consumers will shop around to get the best deal they can, thanks to number portability.

Investments 40

Investments Advertising Valuation Sales 40

PYMNTS

FEBRUARY 3, 2020

In terms of headline numbers, net revenues came in at $46 billion, which missed the Street by roughly $790 million. YouTube advertising revenues were up nearly 31 percent to $4.7 The cloud platform remains an area of continued investment as infrastructure and data services are strong. percent to $27.2

Advertising 52

Advertising Investments Numbers Marketing 52

PYMNTS

MAY 26, 2020

Tencent plans to invest 500 billion yuan, or $70 billion, in cloud computing, artificial intelligence (AI) and cybersecurity over the next five years, Reuters reported. The company, known for its WeChat app and a number of games, was able to profit off of the numbers of people staying home for much of the spring due to the pandemic.

Planning 60

Planning Advertising Technology Numbers 60

CFO News Room

JANUARY 19, 2023

It was founded in 2013 by two Stanford roommates, Baiju Bhatt and Vlad Tenev, who wanted to make investing simpler and more accessible to everyone. They also offer educational resources to help users learn the basics of investing. Is Robinhood Safe to Use? In December 2020, the company settled with the U.S.

Profit and Loss 130

Profit and Loss Securities Nonprofit Investments 130

Future CFO

NOVEMBER 5, 2023

Funding declines cut across all investment stages, with late-stage deal flow slowing down the most. Digital financial services continues to be the top investment sector due to its high monetisation potential. This shows that there is fuel available to propel the Southeast Asian digital economy to the next stage of growth.

Transportation 52

Transportation Advertising Valuation Investments 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

CFO News Room

DECEMBER 24, 2022

Invest with Peer-to-Peer Lending. Capital to invest, basic credit knowledge, risk tolerance. Investing in Cryptocurrency. Capital to invest, high risk tolerance, basic understanding of cryptocurrency trends. Capital to invest. Investable capital, basic understanding of real estate investing.

Investments 130

Investments Marketing Communication Advertising 130