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 242

Compliance Advertising 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 263

Financial Planner Wealth Management Advertising Tax Planning 263

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 279

Financial Advising Advertising Retail Media 279

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

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 280

Compliance Wealth Management Advertising Financial Advice 280

Wealth Management

SEPTEMBER 20, 2023

New Chief Counsel Memorandum deems promotional materials misstate and mischaracterize the technique's efficacy in certain circumstances.

Advertising 115

Advertising Taxes 115

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 265

Math Financial Advising Advertising Distribution 265

MarketWatch

MAY 11, 2023

News Corp NWSA , the parent of MarketWatch publisher Dow Jones, reported fiscal third-quarter results on Thursday that beat expectations, helped by revenue trends outside advertising and a “decidedly more positive” economic backdrop, and the media company said it expected to save more than it once expected from planned layoffs.

Advertising 75

Advertising Media Planning Economics 75

Midstream Marketing

OCTOBER 29, 2024

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.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

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 277

Financial Advising Advertising Media Economy 277

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 261

Financial Advising Advertising Media Economy 261

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 Economy Banking 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

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 270

Financial Advising Advertising Economy Media 270

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 Startup Financial Advising 246

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 265

Financial Advising Advertising Economy Retail 265

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 265

Financial Advising Advertising Budgeting Economy 265

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 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 261

Advertising Communication Economy Banking 261

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 279

Financial Advising Advertising Economy Valuation 279

Abnormal Returns

MARCH 30, 2024

finance.yahoo.com) In-game video advertising is soaring. (newsletter.abnormalreturns.com) Mixed media The four-day workweek is already here with many workers staying home on Fridays. wsj.com) The U.S. now sends 80% of its cotton overseas for processing. variety.com)

Pharmaceutical 290

Pharmaceutical Education Financial Advising Advertising 290

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 246

Financial Planner Nonprofit CFP Advertising 246

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 246

Financial Planner Communication Insurance Advertising 246

Nerd's Eye View

AUGUST 25, 2023

Further, 87% of respondents said they would trust advice from human advisors, more than any other source of advice surveyed, and well above the 37% who said they trust generative AI tools.

Financial Planner 246

Financial Planner Retirement Retirement Planning Advertising 246

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 246

Financial Planner Advertising Taxes Clients 246

Nerd's Eye View

OCTOBER 1, 2022

From there, we have several articles on advisor marketing: How some of the biggest financial services firms are increasing their television advertising and how smaller firms can craft a scalable, cost-efficient marketing strategy.

Financial Planner 245

Financial Planner Retirement Planning Advertising Taxes 245

Nerd's Eye View

NOVEMBER 19, 2024

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 (..)

Clients 244

Clients Financial Advisor Business Planning Taxes 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 298

Valuation Advertising Economy Food 298