David J. Drucker

• Fiduciary Funds

  By David J. Drucker  |  November 1, 2007

  Three years ago, Morningstar introduced what it calls its Stewardship Grades. Three years later, it is revising its ranking methodology. Explains Laura Lutton, a Morningstar analyst...

• Ten Tech Tools You Can Use

  By David J. Drucker  |  September 1, 2007

  Think about it: Labor prices only go up, while technology prices drop over time. Which do you want to pursue as a first line of...

• The Partnership Predicament

  By David J. Drucker  |  July 1, 2007

  Why do advisors consider taking on a partner in the first place? Maybe it's in hope of realizing economies of scale. Or maybe it's because...

• Blogging for Business

  By David J. Drucker  |  May 1, 2007

  Financial advice is all about client communication. A weblog, or "blog" for short, is about communication too. Is there a place, then, for blogging in...

• Financial Advisor Global Reach

  By David J. Drucker  |  March 1, 2007

  American culture and behaviors from movies to fast food, get exported every day -- and wealth management is no exception. Of course, private banking, the precursor...

• Guiding Clients to Retirement Income Safety

  By David J. Drucker  |  January 1, 2007

  Most advisors excel when it comes to counseling clients 10 years or more from retirement. They put in place the usual estate and risk management...

• Shifting Tides

  By David J. Drucker  |  December 1, 2006

  In Research's June 2006 issue, the article "Going Independent" taught us that the financial services industry continues to attract new entrants. The industry segment showing...

• Mutual Funds You Can Trust

  By David J. Drucker  |  November 1, 2006

  In case you haven't noticed, Morningstar has been characterizing the mutual funds you research on its pages (or through its electronic services) as to their...

• Payout Gridlock

  By David J. Drucker  |  October 1, 2006

  It's not a big secret these days, but we'll tell it anyway: The financial services industry loves fee-based business. Or perhaps it's more accurate to say......

• Ten Tech Tools to Boost Your Productivity

  By David J. Drucker  |  August 1, 2006

  When we think of technology for financial advisors, we usually think of wirehouse or broker-dealer platforms attempting to integrate financial planning, portfolio accounting and customer...