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Financial Planners & Investment Advisers

10 Pages First Research, Inc. July 20, 2015 SKU: FRRS5633502

Financial Planners & Investment Advisers

Brief Excerpt from Industry Overview Chapter:

Companies in this industry provide customized investment advice and financial planning services. Major companies include US-based Ameriprise Financial and AXA Financial (a subsidiary of France's AXA), as well as AMP Limited (Australia), IGM Financial (Canada), and units of diversified financial services companies such as Morgan Stanley (US).

Globally, companies providing financial planning and investment advice have about $69 trillion worth of assets under management, according to the Boston Consulting Group.

The US industry includes about 16,000 companies with combined annual revenue of about $30 billion.


Demand is driven by consumer income and wealth and demographics. The profitability of individual firms depends largely on effective marketing. Large companies have some advantages in providing expertise in a wider range of investment options, and they may be able to charge lower fees. Small companies can compete successfully by providing better service and advice. The US industry is concentrated: the 50 largest companies account for about half of revenue.


The relationships between financial planners, investment advisers, and other professionals in the financial services industry are complex, and their roles often overlap. Financial planners help customers put together a plan to manage their financial resources; investment advisers suggest specific investments. A third of industry revenue for both investment advisers and financial planners comes from providing services to individuals.

Financial planners help individuals form a plan that may include debt, asset, college, retirement, estate and tax planning, and may periodically check with...

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Financial Planners & Investment Advisers

First Research, Inc.
July 20, 2015

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