Fact Sheet: Typical Planning Fees (PDF | 177KB)
Do you, or do your clients, wonder how your peers typically charge for their financial planning services? Get that information at a glance in the planning fees fact sheet.
Digging Deeper Into Financial Planning Fees
Practice Management Solutions, May/June 2012
Find out how your fees make your firm unique.
Fees for Financial Planning Services: What Planners Charge
Practice Management Solutions, January/February 2012
FPA research reveals typical fee amounts for various services.
Survey Results to FPA's 2010 Poll of CFP Members on CFP Board's Proposed Public Awareness Campaign (PDF | 103KB)
Many of you responded to FPA’s recent survey asking for feedback regarding the CFP Board’s announcement of its intention to launch a national public awareness campaign in 2011, as well as FPA’s relationship with the CFP Board and to the CFP® certification. We thank you for your response and insights. Please review the complete survey results.
Client Segmentation: What Planners Are (and Are Not) Doing (PDF | 737KB)
Research Spotlight, pages 11-13, Q4 2009
Planners generally rely on a combination of subjective and objective methods for client segmentation. See what other planners are doing and learn about different ways you can use client segmentation to benefit your practice.
Adviser Teams (PDF | 9MB)
FPA Insight, pages 9-12, Q4 2009
In this edition of FPA Insight, Cerulli Associates focuses on how around advisers perceive the advantages and benefits associated with financial planning, adviser teams, adviser technology and the role it plays in advice delivery, and retirement income planning.
Establishing the Value of Your Business (PDF | 1.5MB)
Research Spotlight, pages 14-15, Q3 2009
There are a number of ways advisors currently calculate the value of their business. Read about the common methods of evaluation and pitfalls some advisors fall into.
Making the Most of Your Professional Network (PDF | 2MB)
Research Spotlight, pages 7-8, Q2 2009
Partnering with a complementary registration can provide benefits to you in terms of enabling your clients to access a wider variety of products and may help increase revenue opportunities.
Asset Minimums and How Planners Get Paid (PDF | 1.5MB)
Research Spotlight, pages 12-13, Q3 2008
The types of fees planners typically charge for services and average asset minimums.
Teams Are the New World Order (PDF | 3.5MB)
Research Spotlight, pages 6-8, Q1 2008
This article explores the practice profile and potential benefits of an adviser team structure.
Taking Adviser Practices to the Next Level: Coaches & Consultants, Client Advisory Boards & Study Groups (PDF | 312KB)
FPA Insight, Q1 2008
Get 17 pages of research on adviser satisfaction and use of various services and tools. Discover which services are most sought-after and how they are improving the adviser practice.
Adviser Teams (PDF | 548KB)
FPA Insight, pages 4-9, Q3 2007
Cerulli Associates looks at three issues affecting financial advisers and their relationships with broker-dealers, service agents and product manufacturers who support their practices. Adviser teams, fee-based managed account programs that have been growing in popularity at broker-dealers and IRA rollovers also are covered.
