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 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.