Practice
Management Solutions Magazine
As the official practice management publication of the
Financial Planning Association, Practice
Management Solutions magazine provides information that
helps financial planning professionals run more effective and
profitable businesses.
The 2009
Independent Broker-Dealer Report (PDF | 12.5MB)
The 2009 Independent Broker-Dealer Report provides
side-by-side comparisons of the marketing, back office, and
succession planning support, as well as the technology and product
offerings from some of the largest independent broker-dealers in
the country.
Trends in
Investing (PDF | 3.5MB)
Economic times are changing, and advisers are changing
with them, rethinking asset allocation and investment product usage
with an eye on returning to simplicity and stability. In this
special supplement to the Journal of Financial Planning,
read about ETFs, non-listed REITs and rebalancing, as well as get
answers to the question: "Is Modern Portfolio Theory Dead?"
Building a Better Investment World: How ETFs Are Shaping Investment
Trends
(PDF | 0.7MB)
iShares presents information on what ETFs are, how they benefit
investors and how to choose the best ones in this special
insert to the Trends in Investing
supplement.
2009
Retirement Distribution Planning (PDF | 2.5MB)
This special supplement to the Journal of Financial
Planning reveals FPA research on planners' attitudes about the
retirement distribution market and gives insight into how the
industry is changing to accommodate more retiring clients.
2008
Retirement Distribution Planning supplement (PDF |
1.3MB)
FPA Anaheim 2009:
Conference Supplement (PDF | 2.5MB)
Celebrate the 40th anniversary of the financial planning profession
in Anaheim Oct. 10-13 at FPA Anaheim 2009, the annual conference of
the financial planning community. Preview conference highlights,
keynote speakers and special events.
FPA Anaheim 2009: Daily
Pulse Day 1 (PDF | 11.8MB)
FPA Anaheim 2009: Daily
Pulse Day 2 (PDF | 11.6MB)
FPA's onsite conference magazine includes session highlights and
photos of attendees, speakers and exhibitors.
