Reports
FPA-ActiFi Adviser Technology Series
These reports utilize extensive functionality testing, vendor interviews, custodian interviews, and both quantitative and qualitative adviser review.
Sponsorships
Research Spotlight
This quarterly publication, comprised of research based articles, is distributed to FPA members as an inserted supplement into the Journal of Financial Planning. This exclusive sponsorship opportunity provides the sponsoring company with the opportunity to brand themselves as a thought leader and provider of a unique research to advisers. The sponsor receives logo recognition, advertising space, and the opportunity to provide advertorial content.
Trends in Investing
Our annual trends research not only provides insight into asset allocation strategies, product trends, and how advisers select the products they use/recommend, it also gives the sponsor an opportunity to position themselves on the cutting edge of investment trends with our Trends in Investing supplement. As a sponsor you receive exclusive access to the aggregate data, editorial recognition in the supplement, PR opportunities, and a full-page advertisement in the supplement.
Financial Planners & Technology (Sold Out Until 2012)
This sponsorship spans multiple reports - each with their own branding, marketing and PR opportunities. A total of 7 technology reports will be produced on various technology solutions and will be provided to the FPA membership by the sponsor. Sponsor receives PR opportunities, logo and company description within the summary reports distributed to the FPA membership, editorial recognition, and the institutional version of the report with a license to distribute to their entire network.
Retirement Income & Distribution Research
This annual study, produced in conjunction with Diversified Services Group, provides a comprehensive overview of the adviser needs and trends in the retirement income & distribution market. Sponsorship includes PR opportunities as well as a variety of marketing/branding and editorial opportunities. This research is also featured in FPA's annual Retirement Distribution Planning supplement.
