Find research based resources and publications by topic. Click on your topic of interest below to find applicable publications and resources. If you would prefer to see a non-topical list of reports, whitepapers, and publications please click here.

Business Planning/Operations

Learn about adviser teams, client segmentation, establishing the value of your business, and more with these research based resources.

Client Relationships/Communications

Improve client satisfaction, client communications and your understanding of your clients by leveraging FPA's client and consumer research.

Compliance & Regulation

Learn more about how planners manage compliance and perceive various regulations.

HR/Staff

Get access to salary and compensation resources, insights on adviser teams, and employee satisfaction.

Investing

Find articles and other resources on investment management, specific investment vehicles, and other strategies.

Marketing

Discover effective marketing methods, messaging, consumer segmentation and more information designed to help you in your marketing efforts.

Professional Issues

Learn more about issues that the profession is facing or that you may be facing personally including the changing role of financial planners and the changing adviser demographic.

Retirement

Access research-based retirement articles and reports including retirement income distribution research.

Technology

In addition to articles on technology trends, access the reports released as part of the FPA-ActiFi Adviser Technology Series including research on customer relationship management (CRM) software, financial planning software, and compliance software.