Newsletters

FPA Insight
FPA Insight is a quarterly newsletter produced by FPA for Institutional Members that features exclusive findings from research conducted by Cerulli Associates.The newsletter contains 10 to 15 pages of content and charts that examine specific subjects of interest to providers of products and services to FPA financial planning members, including CFPs, RIAs, independent broker dealers and dual registered advisers.

A yearly subscription is included with your institutional member dues.  For nonmember firms, a single issue costs $3,150 or $10,000 covers an annual subscription. These fees cover licensing rights for distribution as a PDF throughout your firm. If you would like to purchase, please contact ResearchCenter@FPAnet.org.

Studies

Attitudes & Perceptions About the Retirement Income Distribution Market
This quantitative study focuses on the financial planner channel and provides a comprehensive overview of adviser needs in the retirement market.

Technology Research
This study is designed to evaluate the use and value of technology products and services for the independent financial planner.

How Advisers Choose: A Study on Adviser Selection of Asset Managers, Custodians, and Investment Products (Coming Soon!)
Find out what advisers use to evaluate products, asset managers and custodians.

FPA Practice Management Scorecard
Bulk-purchase this innovative tool for your adviser force.