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 305

Advertising 305

Abnormal Returns

FEBRUARY 14, 2025

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.

Advertising 173

Advertising Government Manufacturing Media 173

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 277

Advertising Commission Assets Marketing 277

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.

Advertising 361

Advertising Retail Electronics Insurance 361

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.

Advertising 264

Advertising Compliance Marketing Marketing 264

Nerd's Eye View

SEPTEMBER 21, 2023

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.

Advertising 246

Advertising Clients Communication Financial Advisor 246

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 264

Advertising Financial Advising Startup Commission 264

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 289

Advertising Financial Advising Communication Economy 289

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 264

Assets Advertising 264

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 246

CFP Advertising Marketing Marketing 246

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.

Advertising 242

Advertising Compliance Marketing Marketing 242

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 334

Advertising Retail Accounting 334

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 262

Financial Planner Wealth Management Advertising Tax Planning 262

Abnormal Returns

MAY 15, 2024

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.

Financial Advising 278

Financial Advising Advertising Retail Media 278

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 246

Financial Advising Compliance Advertising Marketing 246

Abnormal Returns

DECEMBER 23, 2024

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.

Advertising 147

Advertising Media Banking Accounting 147

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 278

Advertising Media Marketing Marketing 278

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 279

Compliance Wealth Management Advertising Financial Advice 279

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 264

Math Financial Advising Advertising Distribution 264

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 276

Financial Advising Advertising Media Accounting 276

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 182

Advertising Media Sales Assets 182

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

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 260

Financial Advising Advertising Media Economy 260

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 321

Advertising Economics Banking Economy 321

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 242

Financial Advising Advertising Media Economy 242

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 246

Advertising Food Financial Advising Media 246

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 246

Investments Investing Startup Financial Advising 246

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 269

Financial Advising Advertising Economy Media 269

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 243

Financial Advising Advertising Media Marketing 243

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 264

Financial Advising Advertising Retail Economy 264

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 246

Financial Advising Advertising Economy Media 246

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 245

Financial Advising Advertising Medical Media 245

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 Advertising Budgeting Economy 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.

Investments 246

Investments Investing Financial Advising Advertising 246

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 260

Advertising Communication Banking Economy 260

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 244

Financial Advising Advertising Communication Economy 244

Abnormal Returns

SEPTEMBER 14, 2023

wsj.com) Instacart pulled the advertising rabbit out of its hat. (wired.com) Apple ($AAPL) wants you to buy more iCloud storage. wired.com) What is USB-C and why it matters? theconversation.com) Instacart Instacart needs to keep its grocery partners happy. Now it needs to keep it up.

Financial Advising 278

Financial Advising Advertising Economy Valuation 278