New For You:

FPA-ActiFi Adviser Technology Series sponsored by TD AMERITRADE Institutional

The Financial Planning Software Edition is now available! Click on the link above to access this new report, the CRM report, and corresponding articles.

Ongoing Publications:

Research Spotlight

Research Spotlight is a quarterly publication distributed with the Journal of Financial Planning to FPA membership. This 16-page publication contains consumer research and industry trends designed to help you improve your business.

FPA Insight

This discontinued institutional member benefit is available for review by members and includes research on a wide variety of topics.

Reports:

2012-2013 Financial Planning Compensation Study

DISCOVER KEY INFORMATION ABOUT:

• Average salaries, bonuses, and incentives in your region
• Compensation by various firm and individual characteristics
• Benefits that include how many practices provide specific incentives
• The amount and type of time off typical employers provide
• And more!

Unlike other salary surveys, the 2012-2013 Financial Planning Compensation Study breaks information down by firm size, region, job position, and more!

Value of Financial Planning Study (PDF | 2.4MB)

This consumer research report proves the value of a comprehensive planning relationship. This report is available to the general public so you can share this report with clients, friends, family and colleagues.

2008 FPA Practitioner Technology Report

The 2008 FPA Practitioner Technology Report: Leveraging Technology Solutions covers research on technology planning, products and key applications for the research. This 17-page report is exclusively available to FPA members.
Member login required to download

Whitepapers:

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.

Online Marketing Methods (PDF | 333KB)

A whitepaper from the FPA Research Center on online marketing methods utilized by planners.
Member login required to download

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.
Member login required to download