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.

Financial Advisor 163

Financial Advisor Marketing Marketing Compliance 163

MarketWatch

MAY 17, 2023

Tesla Inc.’s

Advertising 75

Advertising Startup Clients Marketing 75

The Big Picture

AUGUST 1, 2022

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.

Retail 360

Retail Advertising Electronics Insurance 360

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 242

Financial Advising Advertising Media Marketing 242

Advisor Perspectives

SEPTEMBER 28, 2022

In times like these, when nothing seems to work in financial markets, risk parity strategies should act as a sort of shock absorber. It’s a simple concept, really. Unless you have reason to believe one investment is better than another, you should take equal risk in each.

Advertising 52

Advertising Financial Market Investing Investments 52

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.

Retail 221

Retail Advertising Budgeting Sales 221

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?

Financial Advising 246

Financial Advising Food Advertising Media 246

Abnormal Returns

FEBRUARY 17, 2023

theringer.com) Ezra Klein talks with Tim Hwang author of “Subprime Attention Crisis: Advertising and the Time Bomb at the Heart of the Internet.” (pragcap.com) Non-finance Derek Thompson talks with journalist Deena Shanker about the rise and fall of the fake meat business.

Portfolio 243

Portfolio Startup Advertising Food 243

Abnormal Returns

MAY 19, 2023

morningstar.com) Advertising YouTube really wants you want to watch more and (longer) ads. (mrzepczynski.blogspot.com) Housing stocks are defying recession talk. carsongroup.com) Finance The battle to be the biggest S&P 500 fund is on. ft.com) There is a big problem with structured notes.

Financial Advising 130

Financial Advising Economy Economics Advertising 130

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.

Investing 246

Investing Investments Financial Advising Wealth Management 246

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."

Wealth Management 279

Wealth Management Financial Advice Compliance Taxes 279

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 261

Advertising Media Marketing Marketing 261

Abnormal Returns

JANUARY 24, 2023

behaviouralinvestment.com) Companies The DOJ has filed suit against Google ($GOOGL) over online advertising. (youngmoney.co) Why it's so hard not to tinker with your investment process. cnbc.com) Eli Lilly ($LLY) is building a new plant which is another sign that demand for obesity drugs just keeps going up.

Financial Advising 244

Financial Advising Medical Economy Investing 244

MarketWatch

MAY 17, 2023

in premarket trading Wednesday, after Chief Executive Officer Elon Musk said overnight that the electric vehicle maker would “try” advertising and teased two new products. Shares of Tesla Inc. TSLA rose 1.3% Nelson also reiterated his $250 stock price target, which implies about 50% upside from Tuesday’s closing price of $166.52.

Advertising 98

Advertising Clients Marketing Marketing 98

MarketWatch

MAY 30, 2023

The companies said the engine will allow WPP to make large volumes of brand advertising content such as images or videos and experiences like 3D product configurators more tailored and immersive. Shares of ad agency WPP UK:WPP rose 3% in early London trade after saying it’s making a content engine in partnership with AI chipmaker Nvidia NVDA.

Engineering 84

Engineering Advertising Marketing Marketing 84

Abnormal Returns

MAY 12, 2023

semafor.com) Podcast advertising is growing quickly, just slower than expected. The biz A sign of ad weakness for top-end podcasts. hollywoodreporter.com) Venture capital Howard Lindzon talks with Jeff Richards of GGV Capital about positioning for the new venture landscape.

Wealth Management 229

Wealth Management Assets Portfolio Startup 229

Million Dollar Round Table (MDRT)

MAY 30, 2023

Believing that paid advertising is the only way to reach a wider audience. Organic reach can be just as effective as paid advertising by creating valuable and engaging content, utilizing SEO and building relationships on social media.

Advertising 68

Advertising Media Clients Marketing 68

Abnormal Returns

OCTOBER 27, 2022

ez.substack.com) Elon is trying to reassure Twitter ($TWTR) advertisers. (ft.com) Not all (emerging) markets are created equal. allstarcharts.com) Companies Zuck is running Meta ($META) into the ground. variety.com) Hedge funds Big money managers keep snapping up private credit shops. ft.com) Mortgages Mortgage rates are at a 20-year high.

Financial Advising 240

Financial Advising Economy Advertising Media 240

Abnormal Returns

FEBRUARY 8, 2023

ft.com) Apple Apple ($AAPL) wants to expand the reach of its advertising efforts. (wsj.com) Finance Fees at successful multi-strategy hedge funds are only going up. ft.com) Why Rothschild & Co. wants to ditch outside shareholders. wsj.com) Where Apple ($AAPL) is falling down on the job.

Financial Advising 243

Financial Advising Economy Advertising Accounting 243

Abnormal Returns

JANUARY 4, 2023

concoda.substack.com) Companies Google ($GOOGL) and Meta's ($META) share of digital advertising fell below 50% in 2022. (nytimes.com) FTX's demise is leaving a big hole in sports sponsorship budgets. ft.com) With FTX off the board, all eyes are on Binance. wsj.com) What's the business case for an Apple ($AAPL) VR headset?

Financial Advising 264

Financial Advising Economy Budgeting Advertising 264

Abnormal Returns

NOVEMBER 9, 2022

cnbc.com) Apple's ($AAPL) advertising push is troubling. (ft.com) Disney ($DIS) gained streaming customers at the expense of operating profits. variety.com) Taiwan Semi ($TSM) is planning another fab in Arizona. wsj.com) Meta ($META) is laying off some 11,000 employees. macworld.com) Amazon ($AMZN) HQ2 now looks like an anachronism.

Investing 246

Investing Investments Financial Advising Insurance 246

Wealth Management

MARCH 20, 2023

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.

CFP 98

CFP Advertising Marketing Marketing 98

Nerd's Eye View

APRIL 21, 2023

Also in industry news this week: The SEC approved a new FINRA rule intended to make it tougher for brokers to have client disputes expunged from their record A Morningstar survey suggests that clients are more likely to fire their advisor for service or relationship reasons rather than because of fees or lackluster investment returns From there, we (..)

Financial Planner 180

Financial Planner Taxes Clients Insurance 180

The Big Picture

JULY 31, 2022

You see they’ve got all these followers, and therefore they can charge advertisers 650k to a million dollars for a post. As for advertisers themselves, they’ve tightened the purse strings, they’re not sure all that money they were throwing around online was paying dividends. Talk about easy money.

Advertising 319

Advertising License Media Banking 319

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

APRIL 12, 2023

And while Monte Carlo simulations have made it possible for advisors to create retirement projections that seem to have a reasonable basis in math and data, there has been limited research as to whether Monte Carlo models really perform as advertised – in other words, whether the real-world results of retirees over time would have aligned with (..)

Retirement 239

Retirement Retirement Planning Math Financial Planning 239

Abnormal Returns

DECEMBER 30, 2022

The biz Where the podcast advertising market sits going into 2023. theverge.com) The best fake podcasts of 2022 including 'Only Murders in the Building.'

Startup 130

Startup Advertising Investing Investments 130

Nerd's Eye View

JANUARY 27, 2023

By switching to 501(c)(6) nonprofit status, the new CFP Board of Standards will have expanded abilities to advance the planning profession through lobbying and more targeted advertising messages to grow the ranks of CFP professionals.

Financial Planner 191

Financial Planner CFP Nonprofit Clients 191

Abnormal Returns

DECEMBER 12, 2022

blogs.cfainstitute.org) Advisers How the SEC now regulates investment performance advertising. (investmentnews.com) Tax planning Why financial advisers need to be careful when offering tax advice. kitces.com) Tax planning is an ongoing process. kitces.com) What the CFP Board is saying about cryptocurrencies.

CFP 130

CFP Tax Planning Financial Advisor Financial Advising 130

The Irrelevant Investor

APRIL 27, 2023

On today’s show, we discuss: Not an earnings apocalypse Financial v non-financial earnings for Q1 META earnings MSFT earnings GOOG earnings Big tech earnings mention AI Alphabet, Meta lure back advertisers as smaller rivals strug. The post The Compound and Friends: VWAP-er’s Delight appeared first on The Irrelevant Investor.

Advertising 80

Advertising Investing Investments 80

Abnormal Returns

NOVEMBER 23, 2022

rationalwalk.com) Companies Trung Phan, "Traditional consumer brands without a successful content play are stuck spending huge dollars on advertising." (nytimes.com) Why Berkshire Hathaway ($BRK.A) should split its A shares. wapo.st) Alternative meat companies have been unable to turn early interest in profits.

Financial Advising 245

Financial Advising Economy Economics Taxes 245

Nerd's Eye View

MARCH 27, 2023

SEO tactics, drip marketing campaigns, and online advertisements). ., in meetings with both prospects and centers of influence, such as accountants and lawyers, who might provide referrals), and promoting the marks in their social media posts and other marketing strategies (e.g.,

CFP 244

CFP Clients Financial Advice Marketing 244

The Big Picture

APRIL 7, 2023

From film to fashion and architecture to advertising, creative fields have become dominated and defined by convention and cliché. My end-of-week, market’s-closed-but-BLS-open Good Friday reads: • Here’s What Happens at the IRS After You File Your Taxes Refunds can come in five days—or a few months. Distinctiveness has died.

Valuation 253

Valuation Economy Taxes Investing 253

Wealth Management

NOVEMBER 3, 2022

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.

Compliance 105

Compliance Advertising Marketing Marketing 105

MarketWatch

APRIL 11, 2023

The main reason is that advertisers don’t trust Musk. With three-quarters of its staff gone, a flurry of policies being introduced and sunsetted, and Musk’s controversial image, Twitter has a long way to go before it can win back the trust of both advertisers and users,” the company said in a new report.

Advertising 75

Advertising Economics Media Marketing 75

Abnormal Returns

NOVEMBER 4, 2022

joincolossus.com) Joe Weisenthal and Tracy Alloway talk with Bloomberg reporter Mark Bergen about Apple's choke hold on the online advertising industry. (howardlindzon.com) Matt Reustle talks with Sean Stannard-Stockton about the business of Home Depot ($HD).

Advertising 130

Advertising Marketing Marketing 130

The Big Picture

FEBRUARY 17, 2023

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. Slate ) • Guess Who Loses After Florida and Texas Bar ESG Banks?

Math 281

Math Investing Investments Taxes 281