Highlights of FPA/FRC Advisor Study…

July 2006
Journal of Financial Planning;Jul2006, Vol. 19 Issue 7, p10
Academic Journal
The article presents key points from a study conducted by the Financial Research Corporation and the Financial Planning Association (FPA). The practice-benchmark research covered topics such as business models, revenue sources, and portfolio construction. The survey indicates that 91% of the FPA-affiliated practitioners manage client assets and have an average number of 280 clients. The largest sources of income include asset-based fees, commissions or flat fees, and hourly fees. The URL is given for the Web site where information on the study can be found.


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