Financial Planning Services: Market Research Report

Date: January 1, 2012
Pages: 156
Price:
US$ 1,995.00
Publisher: Global Industry Analysts, Inc
Report type: Strategic Report
Delivery: E-mail Delivery (PDF)
ID: FA1C695D9FEEN
Leaflet:

Download PDF Leaflet

Financial Planning Services: Market Research Report
The global outlook series on the Financial Planning Services Industry provides a collection of statistical anecdotes, market briefs, and concise summaries of research findings.

Illustrated with 21 fact-rich market data tables, the report offers a rudimentary overview of the industry, and highlights latest trends and demand drivers.

Regional markets briefly abstracted and covered include United States, Canada, France, Italy, UK, Spain, Australia, China, Hong Kong, Korea, Singapore, India, and Malaysia.

The report offers a compilation of recent mergers, acquisitions, and strategic corporate developments.

Also included is an indexed, easy-to-refer, fact-finder directory listing the addresses, and contact details of 318 companies worldwide.
1.OVERVIEW

Introduction
Industry Scope
Industry at a Glance
Global Outlook

Table 1. Global Current and Future Analysis of Financial Planning and Advisory Services Market by Geographic Region–US, Japan, Europe, Singapore, Australia, Korea, India, China and Rest of World Markets Independently Analyzed with Annual Revenues in US$ Million for the Years 2010-2015
Table 2. Global 5-Year Perspective of the Financial Planning and Advisory Services Market by Geographic Region–Percentage Share Breakdown of Revenues for US, Japan, Europe, Singapore, Australia, Korea, India, China and Rest of World Markets for the Years 2011 & 2015

Major Market Trends
Companies Include Financial Planning in Employee Benefits
HNWIs Demand Long-term Value from Wealth Managers

Table 3. HNWI Population Worldwide (2011): Breakdown of Number of High- Net-Worth Individuals (HNWIs) by Geographic Region
Table 4. HNWI Wealth Worldwide (2011): Percentage Share Breakdown of HNWI Wealth Value by Geographic Region

Technology, a Boon for Wealth Managers
Online Customer Engagement Crucial for Financial Services Sector
Weak State of the Global Economy
High Volatility and Risk Aversion
Financial Future Post Retirement – A Global Concern
More Problems for Baby Boomers
Brokers Can Survive by Offering More Services

2.PRODUCT OVERVIEW

Financial Plan
Financial Planning
Definition
Need for Financial Planning
Types of Financial Planning
Business Financial Planning
Personal Financial Planning
Scope of Personal Financial Planning
Stages Involved in Personal Financial Planning
Beginning of Financial Planning
Assessment of Personal Finances
Establishing Goals
Planning Assistance – Financial Planners/Advisors
Monitoring and Reevaluation
Financing Personal Goals
Tax Management
Insurance Protection
Estate Planning
Tools Involved in Estate Planning
Will
Power of Attorney
Living Will
Medical Power of Attorney
Other Estate Planning Tools
Probate
Trusts
Ownership of Assets
Insurance
Fee Structure
Significance of Financial Planning
Regulations, Licensing and Self-regulation
Significance of Technology in Financial Planning
Financial Planning Using Computers
Videoconferencing - A New Avenue
Professional Associations
The Institute of Certified Financial Planners
The Association for Financial Counseling and Planning Education
The CFA Institute
The Certified Financial Planner Board of Standards
The National Association of Independent Public Finance Advisors
National Association of Personal Financial Advisors
The Registered Financial Planners Institute
The Society of Financial Services Professional
Retirement Planning
Retirement Risks and Financial Planning
Longevity
Fund Withdrawal Rate
Health Care Expenses
Inflation Risks
Time and Investment Risk
Understanding Life Expectancies for Better Retirement Planning
Wealth Management
Investment Options
Life Insurance and Annuities
Securities
Types of Securities
Stocks
Mutual Funds
Bonds

3.PRODUCT & SERVICE INTRODUCTIONS

4.MERGERS & ACQUISITIONS

5.STRATEGIC CORPORATE DEVELOPMENTS

A REGIONAL MARKET PERSPECTIVE

1.THE UNITED STATES

Market Overview
Market Structure
Regulatory Environment
Market Trends
Wealth Management Companies to Increase Focus on HNWIs
Recession Driving Demand for Independent Financial Planners

Table 5. Certified Financial Planner (CFP) Population in the United States (2011): Percentage Breakdown of Number of Certified CFPs by State
Table 6. Certified Financial Planner (CFP) Population in the United States (2011): Percentage Breakdown of Number of Certified CFPs by Age Group
Table 7. Certified Financial Planner (CFP) Population in the United States (2011): Percentage Breakdown of Number of Certified CFPs by Gender

Federal Government Purchases Shares in Financial Institutions
High-Net-Worth Women Represent Profitable Niche Market for Financial Advisers
Small Businesses Present Significant Opportunities for Financial Services Firms
Financial Planning for Small Businesses
Financial Planning Industry Shifts Towards Fee-Only Advisers
Transition in Financial Advisory Industry
Targeting the Middle-Class
Focusing on Younger Generation
Effective Use of Technology
Retirees Returning to Work
Regulatory Trends Drive Retirement Planning Market
Growing Demand for Wealth Management Services

Table 8. US Financial Planning Services Market (2011): Percentage Breakdown of Number of Investors by Type of Investment Advisor Frequented

Retirement Planning – An Overview

Table 9. Equity and Bond Ownership Patterns in the United States (2011): Percentage Breakdown of Number of Households by Type of Investments
Table 10. Equity and Bond Ownership Patterns in the United States (2011): Percentage Breakdown of Number of Households by Income Group

Motivation for an Extended Work Life

Table 11. US Financial Planning Services Market (2011): Percentage Breakdown of Equity and Bond Investors by Average Age of Decision Maker

Effects of Departure from Work Life
Post Retirement Opportunities

2.CANADA

Market Overview
Effect of Global Economic Crisis
Greater Need for Financial Planning

3.EUROPE

Outlook

Table 12. European Current and Future Analysis of Financial Planning and Advisory Services Market Analyzed by Annual Revenue in US$ Million for the Years 2010 through 2015.
Table 13. European 5-Year Perspective of the Financial Planning and Advisory Services Market by Geographic Region – Percentage Share Breakdown of Revenues for France, Germany, Italy, UK and Rest of Europe Markets for years 2011 & 2015

Recession Awakens Growth in European Wealth Management

3A.FRANCE

Market Overview

3B.ITALY

Market Overview

3C.THE UNITED KINGDOM

Market Overview
Financial Advice Market Consolidates
Independent Financial Advisors Loosing Foothold
Declining Rates Draw Attention to Financial Planning
More Companies Expected to Exit the Market Space
Avoiding Professional Advise May Lead to Inappropriate Protection Cover
Mortgage Intermediary Market Slumps
Retirement Planning Scenario in the UK
Declining Wealth Management Market

3D.SPAIN

Market Overview

4.ASIA-PACIFIC

Regional Overview
Asian HNWIs Offer Growth Opportunities for Wealth Management

Table 14. HNWI Population in Asia-Pacific (2011): Breakdown of Number of High-Net- Worth Individuals (HNWIs) by Country
Table 15. HNWI Wealth in Asia-Pacific (2011): Percentage Breakdown of HNWI Financial Assets by Type of Investment

Huge Market Potential Owing to Rising Affluence

Table 16. HNWI Wealth in Asia-Pacific (2011): Percentage Breakdown of HNWI Financial Assets by Geographic Region

Rise in Ageing Population

4A.AUSTRALIA

Market Overview
Market Trends
Budget Announces Major Initiatives
Australians Well Equipped for Retirement
Australian Investors Urged to Obtain Financial Advice
Shift Towards Fee-Based Compensation for Financial Planning Advice

4B.CHINA

Market Overview

Table 17. HNWI Wealth in China (2011): Percentage Breakdown of HNWI Financial Assets by Type of Investment

4C.HONG KONG

Market Overview

Table 18. Certified Financial Planner (CFP) Population in Hong Kong (2011): Percentage Breakdown of Number of Certified CFPs by Sector

Demographics Drive Demand for Wealth Management and Financial Planning Services
Possible Barriers to Market Growth
Investment Environment Outlook
Professional Standards
Availability of Qualified Professionals
Consumers Unwilling to Pay Fees Upfront
Increasing Consumer Awareness on Advice Quality
Increasing Focus on Protection Advice

4D.INDIA

Market Overview

Table 19. HNWI Wealth in India (2011): Percentage Breakdown of HNWI Financial Assets by Type of Investment

Indian Financial Sector Treading Growth Path

Table 20. HNWI Population in India (2011): Percentage Share Breakdown of Number of High-Net-Worth Individuals (HNWIs) by Age
Table 21. Indian Wealth Management Service Market (2011): Percentage Share Breakdown of Organized and Unorganized Sectors

4E.MALAYSIA

Market Overview
Global Directory
Skip to top


Ask Your Question

Financial Planning Services: Market Research Report
Company name*:
Contact person*:
Phone/fax*:
Email*:
Request invoice
Your enquiry:
Please click on a Check Box below to confirm you are not a robot: