2012 Special Reports
Special Report: Retirement Income Planning
In this special report, separate articles explore survey results and factors that influence successful retirement planning, the various roles retirement planners fulfill for their clients, and what's involved in determining a client's retirement readiness.
Special Report: Trends in Investing
This special report explores eurozone economic prospects, what it really means to use alternatives in portfolios, and investment trends from FPA studies over the last five years. Michael Kitces also examines "The Rise of Tactical Asset Allocation."
Special Report: Technology
An FPA survey identifies the relationship between advisers' use of technology and their satisfaction with various objectives. Separate articles examine ways to ease your transition to cloud-based techology, and best practices among advisers who successfully use client-facing web portals.
2011 Supplements & Special Reports
Special Report: Retirement Income Planning
In separate articles, Jonathan Guyton analyzes FPA retirement survey trends, Cheryl Krueger focuses her actuarial training on whether planners are making the right mortality assumptions about their clients, and research expert Mathew Greenwald suggests ways to help preserve financial security in retirement.
Special Report: Alternative Investments
In our first-ever special report on alternative investments, the Journal of Financial Planning provides an exclusive look at new research on how advisers are using and recommending alternative investments in client portfolios, including articles on commodities, options and REITs.
Special Report: Trends in Investing
Findings from FPA's fourth annual Trends in Investing study, along with articles on ETFs vs. mutual funds by Amy E. Buttell, what you need to know about actively managed ETFs by Shishir Nigam, and critical information on understanding flaws in ETF data by Matt Hougan.
Special Report: Marketing
Exclusive results from FPA's 2011 Marketing Methods: Planner Best Practices study, as well as in-depth articles on generating referrals from centers of influence by Julie Littlechild, re-thinking how you ask for client referrals by Dan Richards, and tips for seminar lovers and haters by Kristen Luke.
Practice Management Solutions Magazine
As the official practice management publication of the Financial Planning Association, Practice Management Solutions magazine provides information that helps financial planning professionals run more effective and profitable businesses.
FPA Experience 2011: Daily Pulse Day 1 (PDF | 13MB)
FPA Experience 2011: Daily Pulse Day 2 (PDF | 12MB)
2010 Supplements & Special Reports
Annuities In Financial Planning (PDF | 1.99MB)
Get exclusive findings from FPA's 2010 Financial Adviser Use and Perceptions of Annuity Products survey, as well as the latest on FINRA Rule 2821, annuity taxation issues and the straight talk on deferred annuities in this special supplement to the Journal of Financial Planning.
Special Report: Trends in Investing
The June 2010 issue of the Journal of Financial Planning features a special report on Trends in Investing, with articles from Michael E. Kitces, CFP®, CLU, ChFC; Kenneth R. Solow, CFP®, CLU, ChFC; Timothy D. Welsh, CFP®; Joseph Becker and others, plus exclusive online articles on risk management, and ETFs with additional findings from FPA's 2010 Trends in Investing survey.
Special Report: Retirement Income Planning
The December 2010 issue of the Journal of Financial Planning features a special report on Retirement Income Planning, with highlights of FPA research, articles by Christine S. Fahlund, Ph.D., CFP®, Jason K. Branning, CFP®, and M. Ray Grubbs, Ph.D., and a Q&A with Roy Diliberto, CFP®, ChFC.
Download the behind-the-scenes pdf to learn about how our special reports leverage FPA research to bring you relevant and grounded insights.
FPA Denver 2010: Daily Pulse Day 1 (PDF | 13MB)
FPA Denver 2010: Daily Pulse Day 2 (PDF | 12MB)
2009 Supplements
Trends in Investing (PDF | 3.5MB)
Economic times are changing, and advisers are changing with them, rethinking asset allocation and investment product usage with an eye on returning to simplicity and stability. In this special supplement to the Journal of Financial Planning, read about ETFs, non-listed REITs and rebalancing, as well as get answers to the question: "Is Modern Portfolio Theory Dead?"
Building a Better Investment World: How ETFs Are Shaping Investment Trends
(PDF | 0.7MB)
iShares presents information on what ETFs are, how they benefit investors and how to choose the best ones in this special insert to the Trends in Investing supplement.
The 2009 Independent Broker-Dealer Report (PDF | 12.5MB)
The 2009 Independent Broker-Dealer Report provides side-by-side comparisons of the marketing, back office, and succession planning support, as well as the technology and product offerings from some of the largest independent broker-dealers in the country.
2009 Retirement Distribution Planning (PDF | 2.5MB)
This special supplement to the Journal of Financial Planning reveals FPA research on planners' attitudes about the retirement distribution market and gives insight into how the industry is changing to accommodate more retiring clients.
FPA Anaheim 2009: Conference Supplement (PDF | 2.5MB)
Celebrate the 40th anniversary of the financial planning profession in Anaheim Oct. 10-13 at FPA Anaheim 2009, the annual conference of the financial planning community. Preview conference highlights, keynote speakers and special events.
FPA Anaheim 2009: Daily Pulse Day 1 (PDF | 11.8MB)
FPA Anaheim 2009: Daily Pulse Day 2 (PDF | 11.6MB)
FPA's onsite conference magazine includes session highlights and photos of attendees, speakers and exhibitors.
2008 Supplements
2008 Retirement Distribution Planning supplement (PDF | 1.3MB)
