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.
