Product Type: Market Research Report
Published by: Global Industry Analysts
Published: October 2009
Product Code: R263-4159Description The global outlook series on Financial Planning Services provides a collection of statistical anecdotes, market briefs, and concise summaries of research findings. The report offers a bird’s eye view of the industry, highlights latest trends in the financial planning services market, and demand drivers, in addition to providing statistical insights. Regional markets elaborated upon include United States, Canada, France, Italy, UK, Spain, Australia, China, Hong Kong, India, and Malaysia. Also included is an indexed, easy-to-refer, fact-finder directory listing the addresses, and contact details of 234 companies worldwideBR>
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Table of Contents - 1.OVERVIEW
- Introduction
- Industry Scope
- Industry at a Glance
- Weak State of the Global Economy
- High Volatility and Risk Aversion
- Risk Reassessment and Uncertainty Prompts
- Exchange Rate Fluctuations
- Financial Future Post Retirement -
- A Global Concern
- More Problems for Baby Boomers
- Global Credit Crunch Affects Wealth
- Management Industry
- Table 1: World High Net Worth Individuals Market (2006 & 2007): Percentage Breakdown of Total Number of High Net Worth Individuals by Region - North America, Europe, Asia-Pacific and Rest of World.
- 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
- Significance of 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
- Role of Estate Planning in Businesses
- 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.MERGERS & ACQUISITIONS
- 4.STRATEGIC CORPORATE
- DEVELOPMENTS
- 5.PRODUCT LAUNCHES
- A REGIONAL MARKET PERSPECTIVE
- 1.THE UNITED STATES
- Market Overview
- Table 2: US Financial Planning and Advisory Services Industry Revenue in US$ Million for the Years 2006 through 2010.
- Market Structure
- Regulatory Environment
- 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
- Market Trends
- 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
- Retirement Planning - An Overview
- Motivation for an Extended Work Life
- 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
- 3a.FRANCE
- Market Overview
- 3b.ITALY
- Market Overview
- 3c.THE UNITED KINGDOM
- Market Overview
- Financial Advice Market Consolidates
- Independent Financial Advisors Loosing Foothold
- Inflationary Pressures Remain Low
- 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
- Huge Market Potential Owing to Rising Wealth of Individuals
- Rise in Ageing Population
- 4a.AUSTRALIA
- Market Overview
- 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
- 4c.HONG KONG
- Market Overview
- 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
- Indian Financial Sector Treading Growth Path
- 4e.MALAYSIA
- Market Overview
- Malaysian Government Takes Measures to Improve Financial Market
- GLOBAL DIRECTORY
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