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Financial planning professionals today seek opportunities to grow and improve their practices in an ever-changing landscape. The evolution of the planning profession, increasing nature of regulation, fast-paced growth in technology, and increasing complexities in the practice of financial planning can make it challenging to achieve desired professional and business goals. The FPA Research and Practice Institute
TM
(RPI) provides answers to the pressing questions that will help members prosper in today's challenging financial services landscape.
RPI conducts original research on profession-related and business-centric topics and issues. Detailed analyses, reports, whitepapers and resources, based on the research, are made available to financial planning professionals to help them identify and address their business gaps and enhance the body of knowledge for CFP
®
professionals.
2020 Advisory Firms in 2030: Growth by Specialization
2019 Advisory Firms in 2030: The Innovation Imperative
2019 Trends in Investing
2019 War on Stress
2018 Trends in Investing
2018 Succession Challenge
2017 Trends In Investing
2016 Cybersecurity Report
2016 Trends in Investing
2016 Trends in Practice Management
2015 LinkedIn/FPA Leveraging Socal M
2015 AARP/FPA Social Security Planning
2015 LifeCare/FPA Financial Confidence of American Workers Survey
2015 Trends in Investing Survey
2015 Trends in Adviser Compensation and Benefits Study
2014 Time Management and Productivity Study
2014 Trends in Investing Survey
2014 Trends in Client Communication Study
2014 Drivers of Business Growth Study
2013 Future of Practice Management Report