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Which, in turn, has led a small but growing number of RIA firms to describe themselves as "conflict-free" on their websites and advertising materials as a way to distinguish themselves from other firms that may have more directly conflicted business models.
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.,
This guide offers helpful tips to create a good advertising plan in the financial services area. Understanding Advertising For Financial Advisors For financial advisors, advertising goes beyond just sharing information. Good advertising helps you reach those who need help with their finances. It builds brand recognition.
While state and Federal regulations clearly outline recordkeeping requirements for areas like financials, advertisements, and trading records, there is a notable gap when it comes to documenting the delivery of services – especially financial planning services – necessary to justify the fees charged for those services.
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 (..)
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.
When promoting an open position, firms can benefit from advertising beyond their personal networks and local geographic areas. Further, including salary details and growth potential in the job listing, as well as avoiding the use of industry jargon or gendered language, can further broaden the pool of people excited to apply.
The businesses will pay a combined $850,000 for allegedly using hypothetical performance in advertising without updating their policies and procedures to comply with the rule.
engadget.com) The DOGE website is one big advertisement for X.com. (axios.com) It's hard to plan when the U.S. government is breaking legal contracts. nytimes.com) DOGE DOGE's website is less than secure. wired.com) Economy Industrial production rose in January. calculatedriskblog.com) Recent inflation surprises, illustrated.
Wellesley Asset Management failed to properly disclose that it used hypothetical performance in advertisements for an index it created, according to the commission.
Here are the biggest areas of contention: Advertising : I needed a simple lithium battery for a car key fob. I suspect Amazon algorithms will eventually figure this out, but meanwhile, it reveals that advertiser dollars and not consumers are the retail giant’s newest priority. That was where signs of a shift began to show.
whitecoatinvestor.com) Companies Advertising is a big (and growing) business for the delivery companies. (ritholtz.com) Should you exclude Chinese stocks from your international allocation? morningstar.com) History only tells us so much about investment returns. platformaeronaut.com) OpenAI and Microsoft ($MSFT) are beefing.
The commission’s rule update on advertising and marketing reaches its compliance date on Friday, and experts are warning firms to make sure they’re ready.
And while some form of advertising is how firms have traditionally attracted clients, some advisors have asked if not actively marketing themselves can be a viable option, where new clients find their way to the advisor through a referral network who vouches for the good service they provide. Read More.
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.
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.
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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.
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The new advertisement begins running today, and comes several months after the Board announced a change to grant the organization more flexibility in its marketing.
We’ll have to see whether stablecoins become those same “safer” value forms as they’re already advertised. With the amount of debt OBBBA adds to the federal deficit, the resemblance of cause and effect and higher future inflation seems plausible.
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.
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?
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Nature ) Inside Zildjian, a 400-year-old cymbal-making company in Massachusetts : From symphonies to rock music, marching bands and advertising jingles we hear Zildjian cymbals everywhere. And therein lies the rub. ( Drummers across the globe know that name because its emblazoned on every gleaming disc.
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abnormalreturns.com) Mixed media Om Malik, "None of the media business models will work in the future neither advertising nor paywalls." (bsky.app) Are you signed up for daily e-mail newsletter? Well, you should. om.co) News outlets should be owned by people who actually care about quality journalism.
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)
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.
theatlantic.com) How will AI search affect Google's advertising business? (etf.com) Google AI-powered search disconnects us from the web. platformer.news) How can Google assure us that AI-powered search isn't hallucinating? wired.com) Walmart Amazon ($AMZN) is catching up to Walmart ($WMT) as the country's largest retailer.
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).
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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."
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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.
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