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.
All Financial Planning articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.