FPA Research Center

The FPA Research Center empowers the financial services sector with knowledge and an understanding of the financial planning process. Available exclusively to large financial services firms, the following research studies are available for both purchase and sponsorship opportunities.

Studies Available for Purchase

FPA Insight
This quarterly newsletter produced by FPA and Cerulli Associates features exclusive research findings.

How Advisers Choose (Coming Soon!)
This study evaluates adviser use, selection and value of various investment products and services.

Adviser's Use of Technology (Coming Soon!)
Explore adviser use, value and needs regarding technology products and services.

Financial Advisers' Attitudes and Perceptions (Coming Soon!)
This quantitative retirement study provides a comprehensive overview of adviser needs in the retirement market.

FPA Practice Management Scorecard & Industry Trends Report (Coming Soon!)
This peer-reviewed tool measures all the key dimensions of the adviser practice.

Over-sampling
We can provide over-sampling services in conjunction with several of the above research projects.

Research Sponsorships

Research Spotlight (Sold for 2008)
This quarterly supplement provides a sole sponsorship opportunity with extensive branding opportunities.

How Advisers Choose (Coming Soon!)
This sponsorship provides access to cutting-edge research that's ahead of the curve, allowing you to
position your company as the distributor of useful information to FPA readership.

Adviser's Use of Technology (Coming Soon!)
This sponsorship positions your company as a leader in this field and a distributor of useful
technological information.

Financial Advisers' Attitudes and Perceptions (Sold for 2008) (Coming Soon!)
This sponsorship provides access to research that is ahead of the curve, as well as significant
branding opportunities.

FPA Practice Management Scorecard & Industry Trends Report (Coming Soon!)
Get significant exposure spanning a full year of activity.