Reports
FPA-ActiFi Adviser Technology Series
FPA members have access to seven in-depth technology reports at no cost, sponsored by TD Ameritrade Institutional. This research includes extensive software testing, adviser feedback, and vendor interviews. The reports include:
2008 FPA Practitioner Technology Report (PDF | 2MB)
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.
Articles
Advisers Report Benefits from Financial Planning Software (PDF | 1.7MB)
Research Spotlight, pages 10-12, Q4 2010
Learn more about the reported benefits of using financial planning software and whether or not your practice is likely to benefit.
Financial Planning Perceptions, Adviser Teams, Retirement & Technology (PDF | 9MB)
FPA Insight, 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.
