Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
ThinkAdvisor

Practice Management > Building Your Business

FPA launches Research and Practice Institute

X
Your article was successfully shared with the contacts you provided.

The Financial Planning Association announced today the establishment of the FPA Research and Practice Institute to conduct original research and avail its members of tools and resources.

“Financial planning professionals today seek opportunities to grow and improve their practices in an ever-changing landscape,” the FPA notes in a press statement. “The evolution of the planning profession, increasing nature of regulation, fast-paced growth in technology, and increasing need to identify quality personnel can make it challenging to achieve desired professional and business goals.”

The institute’s inaugural project is a collaboration with New York-based Advisor Impact on an industry-wide study to gather insights regarding practice-related needs, gaps and interests. The research results will become the basis for quarterly studies, reports and whitepapers for members to access exclusively.

The FPA says the information will enable firms to gain insights on their own operations and personnel, while also receiving recommendations for business improvement.

The FPA adds that it will use the institute’s research to develop educational tools, resources and programs that will help members address business challenges and capitalize on their strengths.


NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.