TITLE

Highlights of FPA/FRC Advisor Study…

PUB. DATE
July 2006
SOURCE
Journal of Financial Planning;Jul2006, Vol. 19 Issue 7, p10
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
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.
ACCESSION #
22065576

 

Related Articles

  • AFA shows support for commissions. Tuohy, Larissa // Money Management;3/16/2006, Vol. 20 Issue 9, p3 

    The article reports that the Association of Financial Advisers has expressed support about the industry's call for the introduction of a rigid fee-for-service advice structure in Australia. Several accounting firms that have shifted into financial planning are pushing the fee-for-service model....

  • FEE FOR SERVICE STAKES A CLAIM. Mills, Kate // BRW;7/9/2009, Vol. 31 Issue 27, p46 

    The article reports on the impact of the proposed 2012 date by the Financial Planning Association for the profession to migrate away from commission to a fee-based service on financial planners in Australia. It is claimed that the migration from commission to a fee-based service will reorganize...

  • Grow and Connect with NexGen. Bell, Mary M. // Journal of Financial Planning;Mar/Apr2011 Practice Management, p30 

    The article focuses on the Financial Planning Association (FPA) NexGen community, an organization composed of young financial planning professionals in the U.S.

  • Industry responds to panel snub. Pokrajac, Milana // Money Management;2/17/2011, Vol. 25 Issue 5, p11 

    The article reports on the concerns by some representatives from the financial planning industry over the lack of planner representation on the newly formed Stronger Super Peak Consultative Group in Australia.

  • Count me out.  // Money Management;10/7/2010, Vol. 24 Issue 37, p36 

    The article focuses on the establishment of financial planning association by the National Tax and Accountants' Association in Australia.

  • AIOFP signs up OneVue. Kennedy, Chris // Money Management;3/29/2012, Vol. 26 Issue 11, p9 

    The article reports on the selection of the Association of Independent Owned Financial Planners (AIOFP) for the OneVue platform as the new private label solution to partner its privately owned platform joint venture company, Personal Choice Management.

  • Accountants get industry body. Taylor, Mike // Money Management;7/29/200, Vol. 24 Issue 27, p9 

    The article reports on the emergence of the Accountant Financial Advisers Coalition (AFAC) in the financial planning industry in Australia.

  • Apfa research: Advisers charge average £156 an hour. Dale, Samuel // Fundweb;7/26/2013, p5 

    The article offers information on the research conducted by the Association of Professional Financial Advisers (Apfa) related to the hourly charges of the financial advisors. It states that according to the research, the average hourly rate charged by financial advisers is 156 pounds. It...

  • Greenfields do it better. Bright, Julian // Total Telecom Magazine;Apr2005, p38 

    Focuses on the significance of billing systems to the success of converged communication services. Possible trend that will emerge from bundled services; Benefits of the service to telecommunication carriers; Reason behind the decrease in the billing costs of telecommunication operators based...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics