Nerd's Eye View

JUNE 17, 2024

Even though the updated marketing rule has enhanced advisers’ ability to leverage online reviews, some advisers might wonder whether clients will actually leave reviews (and, if, so, whether they will be positive).

Financial Advising 232

Financial Advising Compliance Advertising Marketing 232

Abnormal Returns

FEBRUARY 27, 2024

mostlymetrics.com) Reddit is heavily dependent on advertising revenue. honest-broker.com) Online advertising Why Walmart ($WMT) decided to go head-to-head with Amazon ($AMZN) for TV ads. (wsj.com) How AI could help investors vote their proxies. morningstar.com) Reddit Reddit's business was built on the back of unpaid labor.

Advertising 232

Advertising Financial Advising Communication Economy 232

The Reformed Broker

NOVEMBER 8, 2022

Then, the first inklings of an advertiser exodus. A lot of reporters and public intellectuals were writing their obituaries for Twitter this weekend. First, we saw the revolt of the Blue Checkmarks.

Advertising 363

Advertising 363

Abnormal Returns

NOVEMBER 2, 2023

pionline.com) Advertising If the economy were bad, companies would be cutting back on advertising. (carsongroup.com) Fund management Why it's hard for investors to quit Blackrock ($BLK). riabiz.com) Vanguard is finalizing its exit from China. theirrelevantinvestor.com) Ads for the 2024 Super Bowl on CBS are sold out.

Advertising 210

Advertising Financial Advising Startup Commission 210

Advisor Perspectives

JULY 23, 2024

All eyes are on Alphabet Inc.’s ’s earnings report to set the tone for how megacap technology companies fared in the second quarter.

Advertising 52

Advertising 52

The Big Picture

MAY 3, 2024

She has been named one of Ad Age’s 100 Most Influential Women in Advertising. She discusses how pivoted from selling advertisement for print media to tech, growing Microsoft’s MSN to a multi-billion dollar business. She previously held executive leadership positions at Microsoft, Yahoo!, Pinterest, SoFi, Demand Media.

Advertising 176

Advertising Media Sales Assets 176

Abnormal Returns

JULY 8, 2024

When direct mail advertising backfires. (thinkadvisor.com) How to do tax planning right. thinkadvisor.com) The latest in financial advisortech including 'Jump AI entering the AI assistant tool space.' kitces.com) Don't be this guy. thecooldown.com)

Financial Planner 198

Financial Planner Wealth Management Advertising Tax Planning 198

SEI

SEPTEMBER 11, 2024

We use cookies to collect and analyze information on site performance and usage, and to enhance and customize content and advertising.

Advertising 96

Advertising 96

The Big Picture

OCTOBER 12, 2023

Shopping Experiences : What once was a simple clean useful retail website is now a dumpster fire, overrun with advertising, poor search results, and sketchy third-party sellers. I bought something a few months ago that was advertised as New on the product page but arrived as obviously Refurbished , not new. The problem?

Advertising 332

Advertising Retail Accounting 332

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.

Compliance 177

Compliance Advertising Marketing Marketing 177

Financial Symmetry

SEPTEMBER 30, 2024

When we see advertisements or receive emails and texts about being able to get “free” money with no strings attached, we typically see it as spam, too good to be true, or a way for our data to be collected. … Continued The post Unclaimed Property: Free Money You Didn’t Even Know About appeared first on Financial Symmetry, Inc.

Advertising 64

Advertising 64

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 (..)

Financial Planner 229

Financial Planner Compliance Fee Only Communication 229

Mish Talk

NOVEMBER 24, 2022

The Chicago Tribune reports Retailers Attempt to Lure Price-Weary Shoppers With Deep Discounts The American Girl store advertised a Black Friday early access sale at 20% off. Forever 21 was up to 70% off, American Eagle was up to 60% off, Hollister was 25% to 40% off and Aeropostale advertised price cuts of between 50% and 70% off.

Advertising 221

Advertising Retail Budgeting Sales 221

Abnormal Returns

DECEMBER 21, 2023

stratechery.com) Online advertising networks help fund the purveyors of conspiracy theories. (nextbigideaclub.com) Anne Helen Petersen talks with Amy Schiller author of "The Price of Humanity: How Philanthropy Went Wrong — And How to Fix It." annehelen.substack.com) Technology A true AI assistant is Google's ($GOOGL) real moonshot.

Advertising 206

Advertising Numbers 206

Abnormal Returns

SEPTEMBER 3, 2023

drorpoleg.com) How Amazon's ($AMZN) advertising business got so big. (awealthofcommonsense.com) There is a difference between picking and choosing. humbledollar.com) Companies Nvidia ($NVDA) has succeeded with a distributed workforce. humbledollar.com) Covid has worked its way through Instacart's business.

Math 220

Math Financial Advising Advertising Distribution 220

The Big Picture

OCTOBER 27, 2022

Unlike Microsoft, Amazon, Apple, or Google, FB does not have all that durable of a grip on its user base; this puts its advertising revenue base at risk. TikTok stealing users, Apple breaking their magic data source for advertisers, and now this: An unpredictable but brilliant competitor in the very same social media space.

Advertising 273

Advertising Media Marketing Marketing 273

Wealth Management

SEPTEMBER 12, 2023

The businesses will pay a combined $850,000 for allegedly using hypothetical performance in advertising without updating their policies and procedures to comply with the rule.

Advertising 118

Advertising 118

oXYGen Financial

JUNE 23, 2024

![CDATA[ The Enduring Legacy of Diamond Marketing One of the most enduring and well-known advertising slogans emerged in the 1940s when De Beers declared, "A Diamond is Forever." In fact, this tagline was named "The Slogan of the Century" by Advertising Age in 1999.

Advertising 52

Advertising Marketing Marketing 52

Abnormal Returns

NOVEMBER 7, 2022

wsj.com) Advisers are scrambling to get into compliance with new advertising rules. (standarddeviationspod.com) Compliance Jason Zweig, "In 30 years of writing about the financial-advice industry, I never learned that advisers can provide less-comprehensive disclosures than stockbrokers."

Compliance 249

Compliance Wealth Management Advertising Financial Advice 249

Wealth Management

SEPTEMBER 25, 2023

Wellesley Asset Management failed to properly disclose that it used hypothetical performance in advertisements for an index it created, according to the commission.

Advertising 105

Advertising Commission Marketing Marketing 105

Abnormal Returns

NOVEMBER 14, 2023

ft.com) Companies Google ($GOOGL) pays Apple ($AAPL) 36% of the revenue it earns from search advertising made through the Safari browser. (behaviouralinvestment.com) The best business books of 2023, including "Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall" by Zeke Faux.

Financial Advising 192

Financial Advising Advertising Media Economy 192

The Big Picture

MAY 16, 2024

Like so much of the “ If it bleeds it leads ” media, there is far less to this scary threat in the data than advertised. But if Stagflation is your reason for being negative, you run into a similar problem: Growth has been robust, unemployment low, and inflation is way below its June 2022 highs.

Advertising 317

Advertising Economics Economy Banking 317

Abnormal Returns

APRIL 5, 2024

newsletter.abnormalreturns.com) Mixed media Every company eventually ends up in the advertising business. (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. axios.com) Forbes shifted users to a parallel site with way more ads.

Financial Advising 212

Financial Advising Advertising Media Economy 212

MarketWatch

MAY 17, 2023

Tesla Inc.’s

Advertising 75

Advertising Startup Clients Marketing 75

Nerd's Eye View

JULY 26, 2024

Also in industry news this week: While the number of RIA M&A deals has not surged in 2024, the average size of deals has increased, demonstrating interest from (often private-equity-backed) firms in pursuing larger targets Off-channel communication tops the list of concerns amongst RIA compliance professionals, with advertising and marketing coming (..)

Financial Planner 233

Financial Planner Retirement Communication Financial Advisor 233

Abnormal Returns

JUNE 2, 2023

bigtechnology.com) AI How AI could change online advertising. (finance.yahoo.com) Apple There are only open questions right now about Apple's ($AAPL) VR efforts. nytimes.com) What Apple's ($AAPL) VR effort says about the state of the company. msn.com) What role will AI play with how ad agencies work?

Financial Advising 208

Financial Advising Advertising Economy Media 208

Abnormal Returns

JANUARY 21, 2023

bloomberg.com) Just because a drug is advertised on television doesn't mean it is better than (cheaper) alternatives. abnormalreturns.com) Podcast links: the advertising downshift. (nextbigideaclub.com) How mixed emotions can be more challenging than negative emotions. msn.com) Health What is killing 18-34 year-old Americans?

Advertising 211

Advertising Food Financial Advising Media 211

Abnormal Returns

SEPTEMBER 1, 2023

theatlantic.com) Instacart is profitable because of its advertising business. (awealthofcommonsense.com) U.S Treasury bonds are no track for their third straight year of losses. markets.businessinsider.com) Companies How retailers have responded to the post-pandemic era. fastcompany.com) When companies become hostile to their own customers.

Financial Advising 211

Financial Advising Advertising Economy Retail 211

Abnormal Returns

NOVEMBER 28, 2023

newsletter.abnormalreturns.com) Mixed media Advertising is purportedly dead, but it is still seemingly everywhere. (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. wsj.com) Do we really want artists to continue producing music long after they are gone?

Financial Advising 191

Financial Advising Advertising Economy Media 191

Abnormal Returns

JANUARY 20, 2023

stayathomemacro.substack.com) Earlier on Abnormal Returns Podcast links: the advertising downshift. (ft.com) Economy Existing home sales plunged in December. bonddad.blogspot.com) Why falling retail sales aren't all bad. abnormalreturns.com) What you missed in our Thursday linkfest. abnormalreturns.com) Longform links: shareholder primacy.

Investments 202

Investments Investing Startup Financial Advising 202

The Big Picture

APRIL 26, 2024

She was named one of Ad Age’s 100 Most Influential Women in Advertising. She served as the Chief Revenue Officer at Microsoft, COO, and Chief Marketing Officer at SoFi (2015-2019), Most recently, she was President of Honey, where she orchestrated the sale of to Paypal for $4 billion.

Asset Allocation 167

Asset Allocation Advertising Engineering Media 167

The Reformed Broker

JULY 19, 2022

Netflix Earnings – “Advertisers Were Locked Out of Netflix for Years. On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ?What’s What’s Priced In? – “Why Did The Market Not Go Down In The Face Of Incredibly Worsening Data” ?Netflix Now They Have Big Pla.

Retail 130

Retail Advertising Investing Investments 130

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 (..)

Financial Planner 228

Financial Planner Communication Insurance Advertising 228

Abnormal Returns

APRIL 14, 2023

unherd.com) Online Avoid buying stuff that gets advertised to you online. (on.ft.com) Oregon wants to give over prime farmland to tech companies. modernfarmer.com) How the tech crowd has transformed Austin, Texas. nytimes.com) Why you should take social media apps off your phone.

Financial Advising 179

Financial Advising Advertising Media Marketing 179

MarketWatch

JUNE 14, 2023

The European Commission said it’s taken a preliminary view that Google has breached antitrust rules in the advertising technology industry and that only a divestment of part of its services would address concerns. Google, a unit of Alphabet GOOGL, can be fined up to 10% of total worldwide revenue.

Commission 74

Commission Advertising Marketing Marketing 74

Abnormal Returns

DECEMBER 8, 2023

techcrunch.com) Podcast companies are turning to advertising to get the word out. The biz The podcasting industry is facing a reckoning. wsj.com) Spotify ($SPOT) has cancelled ‘Heavyweight,’ and ‘Stolen.’ bloomberg.com) Audio The 10 best audiobooks of 2023 including 'The Secret Hours' by Mick Herron, narrated by Gerard Doyle.

Advertising 192

Advertising Communication Economy Banking 192

Wealth Management

DECEMBER 7, 2023

Toronto-based Wealthsimple has grown rapidly, with assets rising about 10-fold to C$25 billion since 2018, thanks in part to slick advertising and some Hollywood star power — celebrities Drake, Michael J. Fox and Ryan Reynolds are among its minority investors.

Assets 85

Assets Advertising 85