Financial Research Corporation

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2012 Research Calendar

recent studies


FRC is a research firm that has focused on the investment and asset management industry for more than 20 years. The Company provides investment professionals with unique and compelling data and analysis of industry trends and financial product performance. 

FRC's research studies and analysis, along with access to its analysts and subject matter experts, help executives and senior management to make better product, strategy and distribution decisions. One of the greatest values FRC provides its clients is an independent and unbiased view of the current competitive landscape and an assessment of future market opportunities.

At FRC, our people are focused on delivering the insights that will help you drive your business.

529 Conference Registration is Now Open

Join us for one of the most highly anticipated events of the year designed exclusively for 529 professionals – The 529 Conference 2013. Using a 360-degree industry perspective, the conference drills down into the most significant trends and challenges facing the industry today, including insight on the latest product innovations, investment options, distribution strategies, marketing initiatives, consumer trends and much more. Join us for the only event designed for the entire 529 ecosystem, including:

  • State agencies
  • Treasury officials
  • 529 product providers
  • Broker/dealer gatekeepers
  • Investment advisers
  • Industry regulators
  • 529 consultants
  • Asset managers

This year's event will take a special in-depth look at the distribution challenges facing 529 plans and will feature insight from the nation's leading wirehouse, regional and independent broker/dealers including: Ameriprise, Baird, Edward Jones, Merrill Lynch, Morgan Stanley, Raymond James, UBS, Wells Fargo, and more. And, of course, we will continue to offer the popular 529 'Essentials' Seminar on the first day to drill down into the mechanics of 529 plans and provide you with a clear understanding of the ever-evolving tax, regulatory, investment and structural implications driving the market today. To learn more and register, go to: