David Drucker

• 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...