Updated Sunday, July 13, 2014 as of 7:42 AM ET
Practice - Technology
Data Mining: Finding the Perfect Client
Tuesday, January 1, 2013
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It might be easy for advisors to feel overwhelmed with all the data available to help them do their jobs. There's new software that tracks the tweets and Facebook activity of prospects and regular clients, plus old-school investing tools that keep tabs on hot stocks and sectors as well as the portfolios of their clients.

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