2011 Sponsorship Opportunity
Based on previous years of research, FPA is conducting an annual benchmarking study on how advisers are conducting retirement income planning including their use of products, client experiences within retirement, the strategies they are implementing, and their marketing strategies. This research will provide members with more actionable information to build their businesses, and specifically, to develop their marketing and client service response to this retirement opportunity.
Learn more about sponsoring the 2011 Financial Advisers' Attitudes and Perceptions About the Retirement Income Distribution Market by clicking here.
Download Examples from the 2009 Study
- Table of Contents (PDF | 26KB)
- Study Excerpt (PDF | 35KB)
- Crosstab Excerpt (PDF | 92KB)
- Order Form — Institutional Members (PDF | 118KB)
- Order Form — Nonmember Firms (PDF | 122KB)
About the 2009 Study
To achieve a statistically significant sample size, 15,000 members of the FPA were selected at random and invited to participate in this online survey. DSG fielded the survey during August 2009. A total of 460 FPA members of the 15,000 sample participated. The aggregate profile of these participants is representative of the FPA membership with a plus/minus 5 percent margin of error and is comparable to the prior years' samples and participant numbers.
About the 2009 Respondents
The respondents are experienced planners who are knowledgeable of the retirement income market. More than half of their clients are either already retired or within five years from retirement. Sixty three percent of the respondents have clients with more than $500,000 in investable assets. In addition, the overwhelming majority (85%) of responding advisers have been working with retired or nearly retired clients for five years or more. The average age of respondents is 51 and 44% are in an IAR/RIA business model.
Questions
Please contact CorporateSales@FPAnet.org; 800.322.4237, option 5
