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Performance Advertising Under the SEC’s Marketing Rule

CFO News Room

For investment advisers looking to attract prospective clients, advertising the performance of their investment strategies would be a logical way to market their services (at least if they had strong historical returns!). Two final prohibitions under the Marketing Rule include restrictions on the use of predecessor performance (e.g.,

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Kitces & Carl Ep 121: Can You Just Do Good Work And Get Noticed As An Advisor Or Do You Have To Self-Promote?

Nerd's Eye View

Regardless of the size of a financial advisory firm, clients are a constant necessity to sustain a profitable business. Ultimately, advisors who can provide exceptional service to their clients don't necessarily need to promote themselves through commonly used avenues of advertising (e.g., Read More.

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Uber, Abiomed, Peloton, Carvana, Molson Coors and more

CFO News Room

Uber plans to cut spending and hiring in an attempt slow the company’s plummeting stock price, which is down nearly 50 percent for the year. . Johnson & Johnson is looking to boost growth at its medical devices unit after it completes plans for a spinoff of its consumer health business next year. Scott Olson | Getty Images.

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Amazon Breaks Record for One-Day Gain in Market Cap

CFO News Room

suffered the largest-ever loss. Amazon relieved investors with a near doubling in profit in the holiday period and said it is raising the price of its Prime membership in the U.S. The company also saw growth in its cloud-computing and advertising businesses. . Prompting the turnaround: Snap posted its first quarterly profit.

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When Will Profits Hitch A Ride With Uber And Lyft?

PYMNTS

However, Uber’s revenue increased only 2 percent between Q3 and Q4, reaching $3 billion, a 24 percent increase over the previous year — leading some investors to question the ridesharing firm’s future prospects for profitability. Losses came in at $1.8 billion in losses reported at the same time in 2017.

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The Seven Samurai: How Big Tech Rescued the Market in 2023!

Musings on Markets

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.

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Is Robinhood Safe? – Good Financial Cents®

CFO News Room

These protections help safeguard investors’ funds and securities in the event of a brokerage firm’s failure or other financial losses. In addition to this protection, Robinhood has implemented measures to monitor suspicious activity and protect users from financial loss due to fraudulent activity. Is Robinhood Safe to Use?