David Drucker

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  Impressions From T3 Conference: The Future Is Bright, Part 1

  By Michael E. Kitces  |  February 19, 2013

  Perhaps one of the most striking themes heard at the conference is that the technology solutions have become so numerous, one of the greatest challenges is just choosing among them all.

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  T3 Conference: Estate Planning for Digital Assets to Take Center Stage

  By John Sullivan, AdvisorOne  |  February 7, 2013

  What if a client’s important information is all online and password protected? What happens if they die unexpectedly?

• Save the boomer client - Best tech tools that do more with less

  By David Port  |  July 1, 2009

  If time is money, then it's high time for advisors to take full advantage of the tech tools at their disposal. As an advisor and technology...

• Research Contributing Editor David Drucker, CFP, is an expert on technology

  By Staff Writer  |  January 16, 2009

  Research Contributing Editor David Drucker, CFP, is an expert on technology and other aspects of the financial-services industry.

• Back to the Future

  By Staff Writer  |  May 1, 2008

  Research magazine got its start 30 years ago in the summer of 1978. At that time, Research was a quarterly so there is no exact...

• Vital office tech tools

  By Marc Butler  |  October 1, 2007

  Joel Bruckenstein is a leading technology expert in the advisor industry. In 2002, he co-authored a seminal book for advisors entitled Virtual Office Tools for...

• Brother and Sister, Where Art Thou?

  By Olivia Mellan  |  October 1, 2007

  To judge by the Genesis story of Cain and Abel, sibling rivalry has been going on as long as there have been siblings. Although this...

• THE PSYCHOLOGY OF ADVICE- Buy, Sell, Hold. or Fold?

  By Staff Writer  |  June 1, 2004

  What will your client list and revenue stream look like next year? More and more advisors are thinking like asset managers these days, with their...