Supplements

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 Broker/Dealer Report (PDF | 3.5MB)
Top execs from seven independent broker/dealers weigh in on the challenges of growth, recruitment, regulation and consolidation in this special supplement to the Journal of Financial Planning. Also, learn the latest on the move toward independence, Regulation S-P and the controversial 21b-1 fee reform.

Trends in Investing (PDF | 952KB)
Broad market exposure, transparency, tax efficiency, customization and guarantees: The attributes advisers demand in investment products are shaping the industry. In this special supplement to the Journal of Financial Planning, read about ETFs, SMAs, VAs and structured notes, as well as get answers to the questions: "Do RIAs and B-Ds invest differently?," and "Are guaranteed living benefits worth it?"

Retirement Distribution Planning (PDF | 1.3MB)
Learn the impact of longevity on retirement distribution planning, as well as the greatest concerns of retiring clients and how to address those concerns. 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.