Reports
2010-2011 Financial Planning Salary Survey
Comprehensive compensation information including salary, bonus, incentive and total pay figures for over 20 positions in a financial planning practice. This report also includes benefits, hiring and retention, job satisfaction, and other key insights. You can also access free member resources.
A Year After the Market Crash
Discover how planning has changed as a result of the October 2008 market crash. Unique research is available for FPA members to learn how they compare to the average planner in regard to client interactions, investment recommendations, changes in investment philosophy, client investment actions, and general planner/practice effects.
2008 Health of Planners (PDF | 138KB)
FPA and Vestment Advisors' partnered to create the 2008 Financial Planner Survey on Physical and Mental Health. Nearly 300 financial advisers, all FPA members, responded to our survey. The results offered interesting information about how health and business success go hand-in-hand.
Articles
Financial Planning Students Have Realistic Expectations (PDF | 1.7MB)
Research Spotlight, pages 13-15, Q4 2010
From the 2010-2011 Financial Planning Salary Survey comes new insight into student's career expectations including job position, compensation and benefits, and job satisfaction. Learn more about what students expect upon graduation, and how that compares to reality, in this article.
Advisers are Struggling to Manage Compliance (PDF | 891KB)
Research Spotlight, pages 15-16, Q2 2010
FPA conducted original market research to learn more about how advisers manage their compliance burdens and if there are any best practices that can save you time and money. Learn more about the research findings, and access additional resources on managing compliance, with this article. Looking for the cost and time tables by firm size referenced in the article? Click here to download.
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.
The Changing Role of the Financial Planner (PDF | 1MB)
Research Spotlight, pages 8-9, Q4 2008
Financial planners are increasing spending their time working with their clients from a life planning perspective rather than crunching numbers. Learn more about this shift and what it could mean for you and your practice.
Work Less, Be Healthy, Make Money (PDF | 1MB)
Research Spotlight, pages 7 & 12, Q4 2008
Leverage your time more effectively to increase the success of your practice, your health, and your life.
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.
The Aging Populace: Changes in Planner Demographics (PDF | 1.5MB)
Research Spotlight, pages 11-12, Q2 2008
Planners are moving toward retirement age at a time when the consumer population is in more need of retirement planning services.
Financial Planning Perceptions, Adviser Teams, Retirement & Technology (PDF | 9MB)
FPA Insight, pages 4-12, Q4 2009
In this edition of FPA Insight, Cerulli Associates focuses on how around advisers perceive the advantages and benefits associated with financial planning and adviser teams.
The Future of Financial Advice: Career Path Issues Today and for Tomorrow (PDF | 278KB)
FPA Insight, Q2 2008
This issue of FPA Insight examines how to recruit established financial advisers and their corresponding books of business, as well as how to recruit new entrants into the adviser workforce. This report also identifies how prepared advisers are to deal with the aging U.S. population.
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
Learn about how advisers are successfully working wtih coaches and consultants and study groups for professional development and to improve their practice.
