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. President David Disque called it a “key focus” for the company to help invest in media payments, which could boost speed and efficiency.

B2B 77

B2B Investments Advertising Communication 77

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 95

Marketing Advertising Compliance Leverage 95

CFO News Room

FEBRUARY 1, 2023

In recent years, though, the growing use of lead-generation services, advisor networks, and ‘advisor-matching’ tools, referred to as “operators” in the Marketing Rule’s Adopting Release, has given rise to third-party solicitation activity that often looks more like advertising directly to prospective clients.

Marketing 130

Marketing Advertising Compliance Investments 130

CFO News Room

NOVEMBER 16, 2022

In fact, I concluded the post by arguing that investors in Facebook were pricing in their belief that the billions of dollars the company had invested in the Metaverse would be wasted, and argued that Facebook faced some of the blame, for not telling a compelling story to back the investment.

Marketing 130

Marketing Valuation Advertising Numbers 130

Nerd's Eye View

NOVEMBER 19, 2024

So, whether you're interested in learning about building a profitable hyperfocused practice, implementing a marketing approach that reaches a firm's ideal target client, or adding value for clients by offering advanced tax planning, then we hope you enjoy this episode of the Financial Advisor Success Podcast, with Anjali Jariwala.

Tax Planning 52

Tax Planning CFO Planning Advertising 52

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.

Investments 51

Investments Planning Advertising Banking 51

CFO News Room

NOVEMBER 2, 2022

If you’re looking for the best cheap car insurance for young adults, however, you’ll need to compare policies and plans while also checking for discounts you might qualify for. Employer-Sponsored Plan Discount : If you work for an employer who participates in a Nationwide discount plan, you can get a break there.

Planning 130

Planning Education Advertising Communication 130

Nerd's Eye View

JULY 10, 2023

As owners of financial planning firms approach retirement, some may decide to sell to an external buyer, while others may plan for an internal succession. Sometimes, this succession plan can include the owner's child, providing an opportunity to keep the business in the family.

Planning 97

Planning Advertising Investments Practice Management 97

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

PYMNTS

APRIL 5, 2020

Founded in 2015 by Jie Zhao, WiMi Hologram Cloud specializes in augmented reality for the advertising industry. The company is planning to use the IPO proceeds to advance holographic research and development. It will also seek acquisitions and investments. It debuted on Wednesday (April 1) with an opening price of $5.50

Startups 58

Startups Investments Pharmaceutical Advertising 58

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

Musings on Markets

NOVEMBER 15, 2022

In fact, I concluded the post by arguing that investors in Facebook were pricing in their belief that the billions of dollars the company had invested in the Metaverse would be wasted, and argued that Facebook faced some of the blame, for not telling a compelling story to back the investment.

Valuation 92

Valuation Advertising Numbers Investments 92

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. This comprehensive strategy, developed with input from all departments, required significant investment but also was crucial for the company’s transformation.

CFO 52

CFO Advertising Budgeting Problem Solving 52

CFO News

JUNE 13, 2024

Tata Consumer Products Ltd plans to diversify and expand into new FMCG categories, doubling capex to Rs 785 crore for FY25 with a focus on a new plant in Vietnam. Chairman N Chandrasekaran emphasized growth through acquisitions, particularly in health-oriented and food products, while investing in digital technology and advertising.

Advertising 40

Advertising Investments Planning Technology 40

CFO News

FEBRUARY 2, 2023

Senior executives of several companies in their latest earnings calls shared bullish growth plans for this calendar year that would require them to expand marketing and advertising expenses.

Advertising 52

Advertising Investments Planning Marketing 52

Nerd's Eye View

AUGUST 25, 2023

Also in industry news this week: The SEC settled its first charges related to its new marketing rule with a firm that advertised 2,700% annual returns A survey suggests that older Americans prefer the term "longevity" to "aging", perhaps informing the way advisors discuss related issues with their clients From there, we have several articles on retirement (..)

Advertising 90

Advertising Investments Planning Numbers 90

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 81

Advertising Planning Technology Investments 81

Nerd's Eye View

FEBRUARY 1, 2023

In recent years, though, the growing use of lead-generation services, advisor networks, and ‘advisor-matching’ tools, referred to as “operators” in the Marketing Rule’s Adopting Release, has given rise to third-party solicitation activity that often looks more like advertising directly to prospective clients.

Marketing 74

Marketing Advertising Compliance Investments 74

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

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. This doesn’t have to mean cutting overall investment; it could involve simply redeploying resources to their highest and best use. Embrace speed and agility.

Budgeting 130

Budgeting Marketing Math Advertising 130

Nerd's Eye View

APRIL 12, 2023

When planning for retirement, it’s effectively impossible to precisely forecast the performance and timing of future investment returns, which in turn makes it challenging to accurately predict a plan’s success or failure.

Forecasting 98

Forecasting Math Advertising Planning 98

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

CFO Share

NOVEMBER 29, 2021

CFOs use CAC and LTV for forecasting revenue and planning cash flows. Consider the following simple example: Company X is thinking about increasing their advertising budget from $100k to $130k. One of the CFO’s main responsibilities is cash planning. CAC and CLV (aka LTV) are essential components of business growth analysis.

CFO 90

CFO Advertising Budgeting Forecasting 90

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 92

Advertising Investments Planning Practice Management 92

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 90

Advertising Investments Planning Practice Management 90

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

Musings on Markets

FEBRUARY 8, 2024

I was planning to finish my last two data updates for 2024, but decided to take a break and look at the seven stocks (Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia and Tesla) which carried the market in 2023. trillion during the course of the year.

Marketing 118

Marketing Valuation Profit and Loss Advertising 118

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 96

Education Planning Advertising Leverage 96

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

PYMNTS

JUNE 1, 2018

SoftBank To Invest $2.2B The investment is coming from SoftBank’s $100 billion Vision Fund. Reuters noted it’s one of the fund’s biggest investments in self-driving technology. Apple is going to launch a new chip, Pinterest beefs up video and Uber is raising fares. In GM’s Cruise Self-Driving Car Business.

Investments 40

Investments Advertising Communication Securities 40

PYMNTS

SEPTEMBER 11, 2020

11) that Apple’s plan to change its iPhone operating system will hurt businesses with its ad tracking limits. On “Squawk Box,” Mosseri said he will make the case against the update, which would impact how the Facebook-owned app and other mobile advertisers track users. . “We Adam Mosseri told CNBC on Friday (Sept.

Advertising 63

Advertising Planning Investments 63

CFO News Room

NOVEMBER 2, 2022

In the United States, Registered Investment Advisers (RIAs) are required to register in one of 2 ways: with the Federal government (namely the SEC) or with one (or more) state securities regulatory agencies. outside”) business activities, financial planning services, custody, and information specific to sole proprietorships.

Compliance 130

Compliance GAAP Investments Advertising 130

CFO News Room

DECEMBER 16, 2022

Adobe maintained its forecast for the new fiscal year, while announcing a plan to buy hot startup Figma in the quarter. The Wall Street firm cited recent underperformance in net adds as well as growing macro headwinds to advertising revenues. New York Times — The newspaper stock fell 3.7% Accenture — Shares dropped 5.1%

Technology 130

Technology Auditing Advertising Forecasting 130

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 89

Advertising Investments Numbers Accounting 89

Barry Ritholtz

FEBRUARY 15, 2023

Investors Need a Long-Term Plan. Businessweek ) • PE Has Only Scratched the Surface of Sports Investing. Generational, cultural, and legal shifts are making sports investing more attractive. There is no one to induct. ( Businessweek ) see also ChatGPT Sparked an AI Craze. Here’s how to build an AI portfolio.

Forecasting 110

Forecasting Advertising Investments Startups 110

PYMNTS

MAY 8, 2020

The deal is the latest in a series of investments by the Mumbai-based firm to eliminate its debt, The Wall Street Journal reported. . Last month, PYMNTS reported that Facebook would invest $5.7 Jio has nearly 400 million subscribers with inexpensive mobile data plans, the news service reported. percent stake in Jio.

Advertising 99

Advertising eCommerce Investments Retail 99

Barry Ritholtz

MAY 4, 2024

More investment professionals will be required to act in their customers’ best interest when providing advice about their retirement money. ( New York Times ) • Having a Plan for When S**t Hits the Fan: A Journey in Prepping : What disaster preparedness experts have to say about best-laid plans for worst-case scenarios.

Advertising 74

Advertising Leadership Planning Securities 74