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Morningstar Advisor Magazine October/November 2009 Issue
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Joel P. Bruckenstein
Joel P. Bruckenstein, publisher of Virtual Office News, is the industry's expert on applied technology for financial professionals. In addition to his monthly columns, Bruckenstein consults with companies large and small to help them achieve higher returns on their technology investment. For more information of Bruckenstein's consulting services, or to have him speak at your upcoming event, please visit www.joelbruckenstein.com.

The author is not an employee of Morningstar, Inc. The views expressed in this article are the author's. They do not necessarily reflect the views of Morningstar. Feedback about this article may be sent to advisorquest@morningstar.com.
A Dynamic Productivity Duo 11-12-09
Data Aggregation Redux 10-08-09
Marketing with a Tech Twist 09-10-09
Test-Driving smarshCRM 08-13-09
Checking Out AdvisorVision 7.0 07-09-09
A New Kind of Consultant 06-11-09
An Interview with Jeremy Grantham 05-14-09
Easing the Cash-Flow Squeeze 04-09-09
Give Your Marketing a Tech Boost 03-12-09
Tech Tools for Client Service and Prospecting 02-12-09
Some Suggested Tech Resolutions for 2009 01-08-09
The Best of Technology 2008 12-11-08
Settling Estates on the Web 11-13-08
An Overlooked Custodian that Deserves Consideration 10-09-08
Coming Attractions from CRM Solutions 10-09-08
Chrome Browser First Impressions 09-25-08
Jott Officially Launches, Ending Beta 09-11-08
Get More from Your Outlook Inbox 08-14-08
A Promising New Practice-Management Tool 08-14-08
Getting Organized with the Evernote 3.0 Beta 07-10-08
Another Mouse and Keyboard for Your Consideration 07-10-08
A Mouse and Keyboard for Discriminating Advisors 06-12-08
What's Geography Got to Do With It? 06-12-08
Mouse/Presenter Combo Simplifies Your Travel Gear 05-08-08
Make the Most of Your Business Cards 05-08-08
WealthADV from Adhesion Technologies 04-10-08
IAS Rebalancing Module in Beta Testing 03-13-08
Updated Grendel Gets a Second Look 03-13-08
What I Learned at the TD Ameritrade Partnership 2008 Conference 02-14-08
Junxure 7.0 Test Drive 02-14-08
Technology Trends for 2008: Part Two 01-10-08
Technology Trends for 2008: Part One 01-10-08
The Best Technology of 2007 12-13-07
Technology 2007: The Year in Review 12-13-07
Some Handy, Free Tools 11-08-07
Free Online Storage from Microsoft 11-08-07
E-mail Archiving Done Right 10-10-07
Testing the Toshiba Portable External Hard Drive 10-10-07
IAS' All-in-One Software Takes Commitment 09-13-07
Anagram Easily Captures Contact Information 09-13-07
Taming the Monster 08-09-07
A Different Approach to Transferring Large Files 08-09-07
Finally, an Uninstall Program That Works 07-12-07
Quick and Easy Portfolio Rebalancing 07-12-07
Catch These Three Managers on Their Way Up 06-14-07
EverNote Plus: Note Taking Made Easy 05-10-07
A Tablet PC Could Soon Be in Your Future 05-10-07
First Look: Junxure 7.0 04-12-07
Technology Odds and Ends 04-12-07
First Look: Portfolio Director 03-08-07
Upswing Swings a Worthy Update 02-15-07
Getting More for Your Marketing Dollar 02-15-07
Microsoft Vista and What It Means to Your Practice 01-18-07
Securing Your Small Network 01-18-07
The Best Technology of 2006 12-14-06
The 2006 Technology Year in Review 12-14-06
How to Increase Your Productivity with Outlook 11-09-06
Protect Your Clients' E-mail Messages...and Your Own 11-09-06
Advisor Tools Doesn't Live Up to Own Buildup 10-12-06
Reader: Thanks for Nothing! 10-12-06
A First Look at Upswing Virtual Office 09-14-06
Keeping Your Computer Clean 09-14-06
Summer Reading 08-10-06
Microsoft Office 2007 Beta 08-10-06
More Free Tools You Can Use 07-13-06
Comodo Offers a Very Nice Collection of Free Security Goodies 07-13-06
On Warren's Wavelength 06-08-06
A Software Solution to Investment Policy Statements 05-11-06
Fidelity Addresses Retirement Savings Shortfall 04-13-06
Fidelity Paves Way for RIAs 04-13-06
Three Telecom Accessories Worth Considering 03-09-06
The Telecom Evolution 03-09-06
Spyware You Might Welcome 02-09-06
Innovation at Fidelity 02-09-06
How to Spruce Up Your PowerPoint Presentations 01-12-06
Get Ready for a New Generation of Web E-mail 01-12-06
The Best Technology of 2005 12-08-05
The 2005 Technology Year in Review 12-08-05
AJAX for Your Business 11-10-05
Five Trends in Technology to Look for in 2006 11-10-05
AssetBook May Be Start of a Great Portfolio Management Platform 10-13-05
Staying Connected with Laplink Everywhere 09-15-05
EverNote Makes Sticky Notes Virtual 09-15-05
Helping Your Clients Stay Safe Online 08-10-05
Hate 401(k)s? You Haven't Met Invest n Retire 08-10-05
New Inexpensive Software Provides Convenience, Security 07-14-05
Readers Like Free Stuff! 06-09-05
Common PowerPoint Pitfalls, and How to Avoid Them 06-08-05
My Favorite Freebies 05-12-05
Tools and Techniques of Time Management 05-11-05
Time to Be Efficient 04-14-05
RetireX Takes Stab at Middle-Market Planning 04-13-05
NaviPlan Online Packed with Promise 03-10-05
How to Manage a Financial-Services Practice 02-10-05
Account Aggregation Comes of Age 02-09-05
End Your Struggle to Acquire Clients in 2005 01-13-05

 

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