2010 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.
Annuities
In Financial Planning (PDF | 1.99MB)
Get exclusive findings from FPA's 2010 Financial Adviser Use
and Perceptions of Annuity Products survey, as well as the
latest on FINRA Rule 2821, annuity taxation issues and the straight
talk on deferred annuities in this special supplement to the
Journal of Financial Planning.
Special Report: Trends
in Investing
The June 2010 issue of the Journal of Financial Planning
features a special report on Trends in Investing,
with articles from Michael E. Kitces, CFP®,
CLU, ChFC; Kenneth R. Solow, CFP®, CLU, ChFC; Timothy D.
Welsh, CFP®; Joseph Becker and others, plus exclusive
online articles on risk management, and ETFs with additional
findings from FPA's 2010 Trends in Investing survey.
2009 Supplements
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.
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.
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.
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.
2008 Supplements
2008 Retirement Distribution Planning supplement (PDF | 1.3MB)
