Behind the scenes of AdvisorTweets.com
Pat Allen
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Posts by Pat Allen
Tweeting Advisors Anticipate A U.S. Default
With the prospect of a U.S. default looming just a few weeks from now, would you guess that financial advisors on Twitter might be tweeting their own commentary? You would be right. Of course, the media are seeking the perspectives of advisors and filing their own reports. But what AdvisorTweets.com celebrates is the visibility of [...]
Thou May Find Value In This Look At FINRA And Social Media
July 6, 2011 - 10:15 am
Posted in Compliance | 1 comment
Look what I came across this morning while doing my daily social site crawl. The title–”FINRA’s 10 Commandments of Social Media Engagement for Financial Firms”–is what caught my attention. If there’s been one single comment I’ve heard about FINRA and social media, it’s that the “guidance” in last year’s FINRA Regulatory Notice 10-06 has left [...]
FINRA, Morgan Stanley Elaborate On Social Media Progress
June 29, 2011 - 5:29 pm
Posted in Compliance | 1 comment
It’s been a good week for tea-leaf readers attempting to piece together the future of social media regulation for FINRA-related entities. At this writing, at least two articles have appeared with some interesting detail on what was said Tuesday at the Insured Retirement Institute’s (IRI) regulatory conference in Washington. Check out: FINRA Prepares New Social [...]
LPL Says Yes To LinkedIn, Facebook, Twitter
June 23, 2011 - 8:02 am
Posted in Social Networking | No comments
And yesterday came the news that LPL Financial, the largest independent broker-dealer in the United States, will allow its financial advisors to use LinkedIn, Facebook and Twitter. As I wrote in October, LPL advisors have been part of the AdvisorTweets database since Day 1. Last fall, I wondered whether the inclusion of “Securities offered through [...]
AdvisorTweets.com Is For Sale
June 14, 2011 - 12:00 pm
Posted in Random | No comments
Today I’ve gone ahead with my plan to list AdvisorTweets.com for sale on Flippa.com. Here’s the link: https://flippa.com/145875-financial-niche-site-with-break-out-potential-pr3-extra-domains Flippa is the world’s largest marketplace for Websites and I think it’s the right place to cast the broadest net. It is one big tent, however, so if you check it out, please don’t be put off by [...]
Gross, Investors, And The White House Personal Finance Online Summit
June 8, 2011 - 11:41 pm
Posted in Random | No comments
The Morningstar Investment Conference opened in Chicago today with PIMCO’s Bill Gross as the keynote. My apologies if the @AdvisorTweets account got too chatty. Gross is a quotable fellow with more than a few cautionaries about the economy and U.S. investing opportunities. Here are a few additional notes from the conference’s first day. Use the [...]
Heads-Up: Change Coming To AdvisorTweets
June 6, 2011 - 11:58 am
Posted in Random | No comments
Next Tuesday I intend to take a step in a direction that I will hope will be positive for users of AdvisorTweets.com. I plan to offer the site, related domains (AdviserTweets.com and CFPTweets.com) and all assets for sale by auction. Update and clarification: The site will be offered as a private sale. This will enable [...]
Housing’s Down, Clients Are Down, Housing-Related Tweets Are Up
June 1, 2011 - 11:22 am
Posted in Economy, Roundup | No comments
Homeowners’ disappointment in the declining value of their homes, their dreams deferred by their inability to move, their general sense of feeling poorer—of course, financial advisors are on the receiving end of the impact of the housing depression on their clients’ overall financial picture. Tweets about national and local housing values, affordability, foreclosures and taxation [...]
The Question Is: What Value Will Morgan Stanley Advisors Add?
May 26, 2011 - 12:14 pm
Posted in Social Networking | 5 comments
Morgan Stanley made news yesterday when Reuters revealed the contents of an internal memo from Andy Saperstein, Morgan Stanley’s head of United States wealth management. Morgan Stanley will be “the first major wealth management firm” “to use key social networking sites to market themselves and share the firm’s intellectual content, while complying with regulatory requirements,” according to the [...]
Financial Advisors Mourn The Loss Of CNBC’s Mark Haines
May 25, 2011 - 3:17 pm
Posted in Roundup, The Markets | 1 comment
Since we’ve been tracking financial advisors’ tweets since September 2009, no single news item has dominated the AdvisorTweets stream as the death of CNBC broadcaster Mark Haines has today. When there’s a loss, it can be helpful to mourn with a community. Advisors took to Twitter to express their sorrow and condolences to CNBC and [...]
