US: 800.298.5699
Int'l: +1.240.747.3093
 
Matching geography
Reports matching your search in:
 
 
Join Alert Me now!
Receive bi-weekly email alerts on new market research

Sign up today!
 

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.

RSS Feeds

Financial Planning market research reports and industry analysis

< prev 1    3  
Financial Planners & Investment Advisers
8/4/2014 | 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...
USD 129
Independent Financial Advisers in the North West, United Kingdom
8/12/2014 | published by: Plimsoll Publishing Ltd.
... PLC and LPVC LTD. Covering 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 years. latest Independent Financial Advisers ...  |  read more...
USD 525
Independent Financial Advisers in the United Kingdom
8/12/2014 | published by: Plimsoll Publishing Ltd.
... LTD and DIMENSIONAL FUND ADVISORS LTD. Covering 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. latest Independent Financial ...  |  read more...
USD 525
Independent Financial Advisers in Scotland
8/12/2014 | published by: Plimsoll Publishing Ltd.
... FINANCIAL SERVICES LTD and FITZALLAN LTD. Covering activities such as ifa, investments, financial planning, financial advice, savings and includes a wealth of information on the financial trends over the past four years. latest Independent Financial ...  |  read more...
USD 525
Investment Consultants in the United Kingdom
8/12/2014 | published by: Plimsoll Publishing Ltd.
... and APAX PARTNERS UK LTD. Covering 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. latest Investment Consultants analysis ...  |  read more...
USD 525
Financial Planning & Advice - Industry Market Research Report - in the US
7/9/2014 | published by: IBISWorld
... 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. Furthermore, the ...  |  read more...
USD 1,020
AdvancePierre Foods, Inc.
6/26/2014 | published by: SGA ExecutiveTracker
... City, State & Zip), US HQ Phone Number & Company Website Address, Ticker Symbol, Most Recent Revenues Reported, Number of Employees and Industry. SGA Business Lists do not include direct-dial phone numbers for all executives ...  |  read more...
USD 25
2014 U.S. Investment Advice Industry-Industry & Market Report
4/10/2014 | published by: Barnes Reports
... current and 2015 forecast estimates on the size of the industry (sales, establishments, employment) nationally and for all 50 U.S. States and over 900 metro areas. Other data include financial ratios, number of firms, payroll, ...  |  read more...
USD 149
2014 U.S. Financial planning and investment mgmt svcs for bus/govts sold through Commercial banking-Product & Services Report
4/15/2014 | published by: Barnes Reports
... Report, published annually by Barnes Reports, contains timely and accurate industry statistics, forecasts and demographics. The report features 2014 current and 2015 forecast estimates on the sales of Financial planning and investment mgmt svcs for ...  |  read more...
USD 199
2014 U.S. Personal financial planning and advice products sold through Commercial banking-Product & Services Report
4/15/2014 | published by: Barnes Reports
... Barnes Reports, contains timely and accurate industry statistics, forecasts and demographics. The report features 2014 current and 2015 forecast estimates on the sales of Personal financial planning and advice products sold through Commercial banking nationally ...  |  read more...
USD 199
2014 U.S. Personal financial planning and advice products sold through Securities brokerages-Product & Services Report
4/15/2014 | published by: Barnes Reports
... Barnes Reports, contains timely and accurate industry statistics, forecasts and demographics. The report features 2014 current and 2015 forecast estimates on the sales of Personal financial planning and advice products sold through Securities brokerages nationally ...  |  read more...
USD 199
2014 U.S. Financial planning and investment mgmt svcs for bus/govts sold through Insurance agencies & brokerages-Product & Services Report
4/15/2014 | published by: Barnes Reports
... & brokerages-Product & Services Report, published annually by Barnes Reports, contains timely and accurate industry statistics, forecasts and demographics. The report features 2014 current and 2015 forecast estimates on the sales of Financial planning and ...  |  read more...
USD 199
Self Directed Investing - US - May 2014
5/1/2014 | published by: Mintel International Group Ltd.
... all forcing the industry to adapt to a new environment. It all points to growth for the industry, and companies that adjust most quickly to their customers’ needs will benefit the most.” – Robyn Kaiserman, ...  |  read more...
USD 3,995
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...
USD 150
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...
USD 2,834.04
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...
USD 500
2014 U.S. Financial planning and investment management products sold through Commercial banking-Product & Services Report
4/15/2014 | published by: Barnes Reports
... Barnes Reports, contains timely and accurate industry statistics, forecasts and demographics. The report features 2014 current and 2015 forecast estimates on the sales of Financial planning and investment management products sold through Commercial banking nationally ...  |  read more...
USD 199
2014 U.S. Personal financial planning and advice products sold through Investment banking & securities dealing-Product & Services Report
4/15/2014 | published by: Barnes Reports
... & Services Report, published annually by Barnes Reports, contains timely and accurate industry statistics, forecasts and demographics. The report features 2014 current and 2015 forecast estimates on the sales of Personal financial planning and advice ...  |  read more...
USD 199
2014 U.S. Financial planning and investment management products sold through Securities brokerages-Product & Services Report
4/15/2014 | published by: Barnes Reports
... Barnes Reports, contains timely and accurate industry statistics, forecasts and demographics. The report features 2014 current and 2015 forecast estimates on the sales of Financial planning and investment management products sold through Securities brokerages nationally ...  |  read more...
USD 199
2014 U.S. Financial planning and investment mgmt svcs for bus/govts sold through Securities brokerages-Product & Services Report
4/15/2014 | published by: Barnes Reports
... Report, published annually by Barnes Reports, contains timely and accurate industry statistics, forecasts and demographics. The report features 2014 current and 2015 forecast estimates on the sales of Financial planning and investment mgmt svcs for ...  |  read more...
USD 199
2014 U.S. Financial planning and investment management products sold through Insurance agencies & brokerages-Product & Services Report
4/15/2014 | published by: Barnes Reports
... Report, published annually by Barnes Reports, contains timely and accurate industry statistics, forecasts and demographics. The report features 2014 current and 2015 forecast estimates on the sales of Financial planning and investment management products sold ...  |  read more...
USD 199
2014 U.S. Personal financial planning and advice products sold through Insurance agencies & brokerages-Product & Services Report
4/15/2014 | published by: Barnes Reports
... Report, published annually by Barnes Reports, contains timely and accurate industry statistics, forecasts and demographics. The report features 2014 current and 2015 forecast estimates on the sales of Personal financial planning and advice products sold ...  |  read more...
USD 199
Financial Management in the UK - Industry Market Research Report
4/8/2014 | 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 920
Channel Metrics: Consumer Distribution Trends in UK Financial Advice (briefing)
2/1/2014 | published by: Finaccord Ltd.
... UK available on a published basis. It analyses: how consumers use this service - e.g. online, telephone, post or in person; from whom they use it - e.g. direct from the independent financial adviser, through ...  |  read more...
USD 816.75
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...
USD 150
< prev 1    3