Suscribers get discount on FPA’s scorecard

NEW YORK — The FPA Practice Management Scorecard is now available to subscribers of InvestmentNews at $195, a discount of more than 20% from the regular price of $245.
The score card is a comprehensive set of benchmarks for financial advisory firms, covering revenue, assets, clients, expenses, productivity and profitability. It permits fee-only and commission/hybrid firms to compare themselves with other firms in their local market and to identify ways to improve performance. The tool was developed by the Denver-based Financial Planning Association and Stamford, Conn.-based McLagan Partners Inc., and was piloted last year.
InvestmentNews subscribers who submit their data by the end of July will receive their score card in September. To enroll, visit https:// fpascorecard.mclagan.com/scorecard_in.html.

Related Topics: Practice Management