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Financial Planning Market Research Reports & Industry Analysis

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 Industry Research & Market Reports

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Independent Financial Advisers (North West) (UK) - Industry Report
7/14/2015 | published by: Plimsoll Publishing Ltd.
... WEALTH LTD, CAMBRIAN ASSOCIATES LTD and AVIDUS SCOTT LANG GROUP 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 ...  |  read more...
USD 550
Financial Planners & Investment Advisers
7/20/2015 | published by: First Research, Inc.
... 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 ...  |  read more...
USD 129
Independent Financial Advisers (UK) - Industry Report
7/14/2015 | published by: Plimsoll Publishing Ltd.
... MANAGEMENT (UK) LLP and TRUE POTENTIAL LLP. 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 four years. ...  |  read more...
USD 550
Independent Financial Advisers (Scotland) (UK) - Industry Report
7/14/2015 | published by: Plimsoll Publishing Ltd.
... LTD, DOUGLAS BAILLIE LTD and ONE FINANCIAL PLANNING 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...
USD 550
Investment Consultants (UK) - Industry Report
7/14/2015 | published by: Plimsoll Publishing Ltd.
... and BAIN CAPITAL, 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 years. Plimsoll Publishing’s latest ...  |  read more...
USD 550
Investment Advice - The 2015 U.S. Market Research Report
6/1/2015 | published by: Kentley Insights
... billions of data points created from millions of annual comprehensive business surveys. Used for a range of strategic purposes, from due diligence to streamlining to forecasting to gap analysis to evaluating new opportunities, this report ...  |  read more...
USD 195
David Chapman's Ice Cream Ltd in Packaged Food (Canada)
3/18/2015 | published by: Euromonitor International
... food intolerance with its nut-free, gluten-free, lactose- free and diabetic varieties, which are expected to continue to grow as these segments of the market are quite dynamic in Canada. The company continues to lead frozen ...  |  read more...
USD 150
2015 U.S. Financial planning and investment management products sold through Commercial banking-Product & Services Report
4/15/2015 | published by: Barnes Reports
... report features 2015 current and 2016 forecast estimates on the sales of Financial planning and investment management products sold through Commercial banking nationally and for all 50 U.S. States and up to 900 metro areas.  |  read more...
USD 199
2015 U.S. Financial planning and investment mgmt svcs for bus/govts sold through Commercial banking-Product & Services Report
4/15/2015 | published by: Barnes Reports
... report features 2015 current and 2016 forecast estimates on the sales of Financial planning and investment mgmt svcs for bus/govts sold through Commercial banking nationally and for all 50 U.S. States and up to 900 ...  |  read more...
USD 199
2015 U.S. Financial planning and investment management products sold through Securities brokerages-Product & Services Report
4/15/2015 | published by: Barnes Reports
... report features 2015 current and 2016 forecast estimates on the sales of Financial planning and investment management products sold through Securities brokerages nationally and for all 50 U.S. States and up to 900 metro areas.  |  read more...
USD 199
2015 U.S. Financial planning and investment mgmt svcs for bus/govts sold through Insurance agencies & brokerages-Product & Services Report
4/15/2015 | published by: Barnes Reports
... demographics. The report features 2015 current and 2016 forecast estimates on the sales of Financial planning and investment mgmt svcs for bus/govts sold through Insurance agencies & brokerages nationally and for all 50 U.S. States ...  |  read more...
USD 199
Financial Planning & Advice in the US - Industry Market Research Report
4/2/2015 | published by: IBISWorld
... projected to continue to increase over the next five years as capital markets improve. Additionally, as the economy recovers, consumers will feel more comfortable investing their earnings due to higher disposable income, increasing industry demand. ...  |  read more...
USD 1,020
All Other Financial Investment Activities - The 2015 U.S. Market Research Report
6/1/2015 | published by: Kentley Insights
... Market Research Reports are based on billions of data points created from millions of annual comprehensive business surveys. Used for a range of strategic purposes, from due diligence to streamlining to forecasting to gap analysis ...  |  read more...
USD 195
2015 U.S. Personal financial planning and advice products sold through Commercial banking-Product & Services Report
4/15/2015 | published by: Barnes Reports
... report features 2015 current and 2016 forecast estimates on the sales of Personal financial planning and advice products sold through Commercial banking nationally and for all 50 U.S. States and up to 900 metro areas.  |  read more...
USD 199
2015 U.S. Personal financial planning and advice products sold through Investment banking & securities dealing-Product & Services Report
4/15/2015 | published by: Barnes Reports
... The report features 2015 current and 2016 forecast estimates on the sales of Personal financial planning and advice products sold through Investment banking & securities dealing nationally and for all 50 U.S. States and up ...  |  read more...
USD 199
2015 U.S. Financial planning and investment mgmt svcs for bus/govts sold through Securities brokerages-Product & Services Report
4/15/2015 | published by: Barnes Reports
... report features 2015 current and 2016 forecast estimates on the sales of Financial planning and investment mgmt svcs for bus/govts sold through Securities brokerages nationally and for all 50 U.S. States and up to 900 ...  |  read more...
USD 199
2015 U.S. Personal financial planning and advice products sold through Securities brokerages-Product & Services Report
4/15/2015 | published by: Barnes Reports
... report features 2015 current and 2016 forecast estimates on the sales of Personal financial planning and advice products sold through Securities brokerages nationally and for all 50 U.S. States and up to 900 metro areas.  |  read more...
USD 199
2015 U.S. Financial planning and investment management products sold through Insurance agencies & brokerages-Product & Services Report
4/15/2015 | published by: Barnes Reports
... report features 2015 current and 2016 forecast estimates on the sales of Financial planning and investment management products sold through Insurance agencies & brokerages nationally and for all 50 U.S. States and up to 900 ...  |  read more...
USD 199
2015 U.S. Personal financial planning and advice products sold through Insurance agencies & brokerages-Product & Services Report
4/15/2015 | published by: Barnes Reports
... report features 2015 current and 2016 forecast estimates on the sales of Personal financial planning and advice products sold through Insurance agencies & brokerages nationally and for all 50 U.S. States and up to 900 ...  |  read more...
USD 199
Financial Management in the UK - Industry Market Research Report
11/13/2014 | published by: IBISWorld
... procedures, cost-reduction strategies, compensation and other financial issues. The industry excludes the design of accounting systems software (IBISWorld report J62.010) and accounting and auditing services (IBISWorld report M69.201). >This report covers the scope, size, disposition ...  |  read more...
USD 800
Miscellaneous Financial Investment Activities: State Industry Market Evaluator 523999
12/1/2014 | published by: BizMiner
... Statistics are displayed for 2011-2012-2013-2014q2 for these measures: industry market volume, average firm, site and small business sales, sales per employee, market volume by employment class, employment by employment class and more. Additional statistics include ...  |  read more...
USD 599
Investment Advice Industry in the U.S. - Market Research Report
12/1/2014 | published by: Kentley Insights
... Reports are based on billions of data points created from millions of annual comprehensive business surveys. Used for a range of strategic purposes, from due diligence to streamlining to forecasting to evaluating new opportunities, Kentley ...  |  read more...
USD 299
All Other Financial Investment Activities Industry in the U.S. - Market Research Report
12/1/2014 | published by: Kentley Insights
... the United States. Kentley Insights’ Market Reports are based on billions of data points created from millions of annual comprehensive business surveys. Used for a range of strategic purposes, from due diligence to streamlining to ...  |  read more...
USD 299
Trusts & Estates in the US - Industry Market Research Report
10/15/2014 | 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...
USD 1,020
Estates: State Industry Market Evaluator 523991.01
12/1/2014 | published by: BizMiner
... for 2011-2012-2013-2014q2 for these measures: industry market volume, average firm, site and small business sales, sales per employee, market volume by employment class, employment by employment class and more. Additional statistics include failure rates (firms, ...  |  read more...
USD 599
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