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Financial Planning: market research reports

A financial plan is most generally, a budget or plan for handling cash flow. Financial plans can allocate income to expenses and help to plan for savings. This can also involve borrowing cash, as through a loan. More specifically, a financial plan is a strategy which is personalized, given the client’s financial situation, to meet a client’s specific goals.

Whether creating a financial plan for business or personal finances, a financial planner can be of great assistance. A financial planner may take into account management of cash flow, education or investment planning, risk management, retirement or estate planning. When creating a financial plan for a business, financial planners may also take into account business succession planning.

It is most common to take six areas into account when creating a personal financial plan. These include financial position, adequate protection, tax planning, investment and accumulation goals, retirement planning and estate planning. Financial planning for a business may be somewhat similar to personal financial planning, but may focus on business succession rather than retirement or estate planning.

There are many options for financial planning. Hiring a trusted financial planner or advisor is just one route. It is possible to manage personal finances and plan for the future using software programs or self help books as well. Financial planning is an essential tool for planning for future and unforeseen expenses and can be time consuming. If these expenses happen sooner or if spare time is limited, it may be wise to seek the help of an expert in financial planning.

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Financial Planning market research reports and industry analysis

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Personal Accident Insurance in Canada to 2017: Market Databook
4/4/2014 | published by: Timetric
... and health insurance industry in Canada. This databook provides data on gross written premiums, earned premiums, number of active policies, number of schemes offered, penetration percentage, gross claims, paid claims, change in outstanding reserves, incurred ...  |  read more...
$500.00
Personal and Stakeholder Pensions - UK - March 2014
3/1/2014 | published by: Mintel International Group Ltd.
... retirement savings, particularly among younger savers, is an encouraging sign. Appealing to the younger generation will have to involve fresh and innovative ways of educating and engaging with them through a range of channels.” – ...  |  read more...
$2,834.04
David Chapman's Ice Cream Ltd in Packaged Food (Canada)
2/25/2014 | published by: Euromonitor International
... its electrolyte-enhanced Sport lolly. The company is developing new flavours and products that are positioned as healthier. It is also continuing to place a strong emphasis on marketing campaigns, focusing on the fact that it ...  |  read more...
$150.00
Financial Planners & Investment Advisers
2/17/2014 | published by: First Research, Inc.
... of France's AXA), as well as AMP Limited (Australia), the wealth management unit of RBC (Canada), and units of diversified financial services companies such as Morgan Stanley (US). Globally, companies providing financial planning and investment ...  |  read more...
$129.00
Financial Planning & Advice in the US - Industry Risk Rating Report
1/27/2014 | published by: IBISWorld
... Advice in the US industry. Industry Risk is assumed to be 'the difficulty, or otherwise, of the business operating environment'. The report looks at the operational risk associated with this industry. Three types of risk ...  |  read more...
$1,020.00
Independent Financial Advisers (North West) (UK) - Industry Report
1/8/2014 | published by: Plimsoll Publishing Ltd.
... PMS LTD, CLARION PLC and LPVC LTD. This report covers activities such as investment, financial planning, home, financial, independent financial advice and includes a wealth of information on the financial trends over the past four ...  |  read more...
$525.00
Independent Financial Advisers (UK) - Industry Report
1/8/2014 | published by: Plimsoll Publishing Ltd.
... PLC, TENET GROUP LTD and DIMENSIONAL FUND ADVISORS LTD. This report covers activities such as ifa, pensions, investments, financial advice, financial planning and includes a wealth of information on the financial trends over the past ...  |  read more...
$525.00
Independent Financial Advisers (Scotland) (UK) - Industry Report
1/8/2014 | published by: Plimsoll Publishing Ltd.
... LTD, JOHNSTON CARMICHAEL FINANCIAL SERVICES LTD and FITZALLAN LTD. This report covers activities such as ifa, investments, financial planning, financial advice, savings and includes a wealth of information on the financial trends over the past ...  |  read more...
$525.00
Investment Consultants (UK) - Industry Report
1/8/2014 | published by: Plimsoll Publishing Ltd.
... MIRRORS UK LTD and APAX PARTNERS UK LTD. This report covers activities such as investment, investments, financial, investment management, retirement planning and includes a wealth of information on the financial trends over the past four ...  |  read more...
$525.00
Plunkett's Insurance Industry Trends & Statistics 2014: A Summary of Plunkett's Insurance Industry Almanac 2014
12/12/2013 | published by: Plunkett Research, Ltd.
... and Industry Statistics Link to our 5-minute video overview of this industry Pages: 57 Statistical Tables Provided: 16 Geographic Focus: Global A condensed market research report excerpted from Plunkett’s Insurance Industry Almanac 2014, including forecasts ...  |  read more...
$199.99
Insurance and Pension Funding in Indonesia: ISIC 66
12/9/2013 | published by: Euromonitor International
... the Insurance and Pension Funding market at a national level. It provides the latest retail sales data, allowing you to identify the sectors driving growth. It identifies the leading companies, the leading brands and offers ...  |  read more...
$600.00
Financial Planning & Advice in the US - Industry Market Research Report
10/21/2013 | published by: IBISWorld
... as capital market fluctuations; unemployment; disposable income and savings rates all greatly affect the industry.With this consideration in mind, the five years to 2018 appear promising for the industry, as rebounding capital markets and increasing ...  |  read more...
$1,020.00
Financial Management in the UK - Industry Market Research Report
10/3/2013 | published by: IBISWorld
... issues such as accounting system design, financial risk management, budgetary control procedures, cost-reduction strategies, compensation and other financial issues. The industry excludes design of accounting systems software (IBISWorld report J62.010) and accounting and auditing services ...  |  read more...
$880.00
Seara Produtos Naturais SA in Health and Wellness (Portugal)
9/23/2013 | published by: Euromonitor International
... city. The company aims to increase its awareness among health-conscious consumers that are willing to pay a higher price for organic products and further penetrate the industry in this specialised product area. Euromonitor International Local ...  |  read more...
$150.00
Trusts and Estates in the US - Industry Market Research Report
9/19/2013 | published by: IBISWorld
... baby-boomer generation, and uncertainties surrounding the Federal Estate Tax are anticipated to drive growth in trusts and estates. Though revenue dropped during the recession, it will experience strong growth over the next five years. This ...  |  read more...
$1,020.00
Financial Planners and Investment Advisers
8/19/2013 | published by: First Research, Inc.
... of France's AXA), as well as AMP Limited (Australia), the wealth management unit of RBC (Canada), and units of diversified financial services companies such as Morgan Stanley (US). Globally, companies providing financial planning and investment ...  |  read more...
$129.00
Financial Planning and Investment Advice in Australia - Industry Market Research Report
8/5/2013 | published by: IBISWorld
... 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.  |  read more...
$890.00
Financial Planning and Advice in the US - Industry Market Research Report
7/18/2013 | published by: IBISWorld
... lackluster performance of the Standard and Poor 500 (S&P 500) discouraged investment. However, as consumers come out of the difficult economic climate, they will be more inclined to seek out the services of financial advisers. ...  |  read more...
$1,020.00
The 2013-2018 Outlook for Financial Planning Services in the United States
7/17/2013 | published by: Icon Group International, Inc.
... (in millions of U.S. dollars), or potential industry earnings (P.I.E.) estimates are given across some 12,700 cities in the United States. For each city in question, the percent share the city is of it’s state ...  |  read more...
$495.00
The 2013-2018 World Outlook for Financial Planning Services
7/15/2013 | published by: Icon Group International, Inc.
... demand, or potential industry earnings (P.I.E.), for the country in question (in millions of U.S. dollars), the percent share the country is of the region and of the globe. These comparative benchmarks allow the reader ...  |  read more...
$795.00
Financial Information Industry in the USA
7/5/2013 | published by: Heernet Ventures Limited
... industry in the United States (USA). It covers key areas such as industry structure and size, key developments and transactions, and the competitive environment. The report has 11 tables and figures of key industry data.  |  read more...
$320.00
Hispanic Consumers and Financial Services - US - July 2013
7/1/2013 | published by: Mintel International Group Ltd.
... How can marketers make the most of Hispanic optimism? Hispanics are a large and fast-growing population who are largely underserved by banks and financialinstitutions. Because the Hispanic population is a diverse group with a varied ...  |  read more...
$3,995.00
The 2013 Report on Financial Planning Services: World Market Segmentation by City
6/19/2013 | published by: Icon Group International, Inc.
... as opposed to regions, continents, or countries. This report covers the top 2000 cities in over 200 countries. It does so by reporting the estimated market size (in terms of latent demand) for each major ...  |  read more...
$795.00
Retail Ethical Investment Products in Austria
5/31/2013 | published by: MarketLine
... including key financial metrics and analysis of competitive pressures within the market. Essential resource for top-line data and analysis covering the Austria retail ethical investment products market. Includes market size data, textual and graphical analysis ...  |  read more...
$350.00
The 2013-2018 Outlook for Financial Planning Services in Greater China
5/19/2013 | published by: Icon Group International, Inc.
... Mongol, Ningxia, Xinjiang, Xizang - Tibet), municipalities (Beijing, Chongqing, Shanghai, and Tianjin), special administrative regions (Hong Kong and Macau), and Taiwan (all hereafter referred to as “regions”). Latent demand (in millions of U.S. dollars), or ...  |  read more...
$495.00
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