1. Market Research
  2. > Financial Services
  3. > Banking
  4. > Private Banking Market Trends
  5. > Financial Planning & Advice in the US - Industry Market Research Report

Financial Planning & Advice in the US - Industry Market Research Report

  • September 2016
  • -
  • Ibisworld
  • -
  • 35 pages

Summary

Table of Contents

Search Inside

Planned out: Revenue is projected to continue increasing as financial markets improve



Abstract

Financial Planning & Advice in the US

Growth in the Financial Planning and Advice industry is compounding swiftly, following a brief decline as a result of the financial crisis. Consequently, revenue is projected to continue to increase over the five years to 2021 as financial markets improve. A growing number of affluent households and rising equity markets will help increase total assets under management for the industry, and raise revenue generated from fees charged on the value of assets under management.

This industry comprises companies that provide financial planning, financial advice and wealth management to individuals and business clients. Operators also offer advice, in conjunction with other activities such as portfolio management, protection planning and brokerage services. This industry does not include mutual fund companies, hedge funds, discount brokers, insurance brokers or other companies that deliver these services, outside the context of a written financial plan.

This report covers the scope, size, disposition and growth of the industry including the key sensitivities and success factors. Also included are five year industry forecasts, growth rates and an analysis of the industry key players and their market shares.



Related Reports

Investment Banking & Securities Dealing in the US

Securities Brokering in the US

Portfolio Management in the US

Custody, Asset & Securities Services in the US

Life Insurance & Annuities in the US



International Reports

Financial Planning and Investment Advice in Australia

Get Industry Insights. Simply.

  • Latest reports & slideshows with insights from top research analysts
  • 60 Million searchable statistics with tables, figures & datasets
  • More than 25,000 trusted sources
Get This Report
24/7 Customer Support

Talk to Ahmad

+1 718 618 4302

Purchase Reports From Reputable Market Research Publishers
Advisory Asset Management: HNW Demand and Drivers

Advisory Asset Management: HNW Demand and Drivers

  • $ 5250
  • Industry report
  • March 2017
  • by GlobalData

Advisory Asset Management: HNW Demand and Drivers Summary Globally over 25% of HNW individual’s portfolio is invested via advisory services, with markets in Asia Pacific displaying the strongest affinity ...

2017: Trends to Watch in Global Wealth Management

2017: Trends to Watch in Global Wealth Management

  • $ 5250
  • Industry report
  • December 2016
  • by GlobalData

2017: Trends to Watch in Global Wealth Management Summary Global uncertainty will continue to keep investors busy in 2017. Most notably, ongoing Brexit negotiations, the effects of the Italian referendum, ...

Wealth in the US: HNW Investors

Wealth in the US: HNW Investors

  • $ 3450
  • Industry report
  • February 2017
  • by GlobalData

Wealth in the US: HNW Investors Summary GlobalData’s “Wealth in the US: HNW Investors” report analyzes the investing preferences and portfolio allocation of US HNW investors. The report is based ...


ref:plp2016

Reportlinker.com © Copyright 2017. All rights reserved.

ReportLinker simplifies how Analysts and Decision Makers get industry data for their business.