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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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Financial Planning & Advice in the US - Industry Market Research Report
6/9/2016 | published by: IBISWorld
... continue to increase during 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 ...  |  read more...
USD 1,020
Financial Planning and Investment Advice in Australia - Industry Market Research Report
5/13/2016 | 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...
USD 965
2016 U.S. Personal financial planning and advice products sold through Securities brokerages-Product & Services Report
4/15/2016 | published by: Barnes Reports
... report features 2016 current and 2017 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
Independent Financial Advisers (UK) - Industry Report
3/1/2016 | 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
3/1/2016 | 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
Financial Planners & Investment Advisers
4/18/2016 | 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 $75 ...  |  read more...
USD 129
Robo-Advisors: Mapping the Competitive Landscape
4/27/2016 | published by: Verdict Retail
... robo-advice platforms increasing in 2015. The automated investment management space is hence becoming ever-more competitive as new entrants launch propositions. Supported by software developers, traditional wealth managers have also started exploring the digital advice market. ...  |  read more...
USD 5,250
2016 U.S. Financial planning and investment management products sold through Insurance agencies & brokerages-Product & Services Report
4/15/2016 | published by: Barnes Reports
... report features 2016 current and 2017 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
2016 U.S. Financial planning and investment mgmt svcs for bus/govts sold through Insurance agencies & brokerages-Product & Services Report
4/15/2016 | published by: Barnes Reports
... demographics. The report features 2016 current and 2017 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
2016 U.S. Personal investment management products sold through Insurance agencies & brokerages-Product & Services Report
4/15/2016 | published by: Barnes Reports
... report features 2016 current and 2017 forecast estimates on the sales of Personal investment management products sold through Insurance agencies & brokerages nationally and for all 50 U.S. States and up to 900 metro areas.  |  read more...
USD 199
2016 U.S. Financial planning and investment management products sold through Securities brokerages-Product & Services Report
4/15/2016 | published by: Barnes Reports
... report features 2016 current and 2017 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
2016 U.S. Financial planning and investment mgmt svcs for bus/govts sold through Securities brokerages-Product & Services Report
4/15/2016 | published by: Barnes Reports
... report features 2016 current and 2017 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
Independent Financial Advisers (North West) (UK) - Industry Report
3/1/2016 | 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
Investment Consultants (UK) - Industry Report
3/1/2016 | 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 Trends - US - February 2016
2/1/2016 | published by: Mintel International Group Ltd.
... with some becoming more aggressive and others more conservative. Different generations have different investment goals and allocate their investment portfolios accordingly. This report will examine how investors view investing whether – and how – they ...  |  read more...
USD 3,995
2016 U.S. Personal financial planning and advice products sold through Insurance agencies & brokerages-Product & Services Report
4/15/2016 | published by: Barnes Reports
... report features 2016 current and 2017 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
2016 U.S. Personal financial planning and advice products sold through Investment banking & securities dealing-Product & Services Report
4/15/2016 | published by: Barnes Reports
... The report features 2016 current and 2017 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
Investment Advice - The 2016 U.S. Market Research Report (Covers 2007-2020)
2/1/2016 | published by: Kentley Insights
... based on billions of data points created from millions of annual comprehensive business surveys. This report is utilized for a range of strategic purposes, including benchmarking, due diligence, cost cutting, planning, evaluating opportunities, forecasting, streamlining, ...  |  read more...
USD 295
Australian Advisors and their Clients
1/31/2016 | published by: Verdict Retail
... key elements of the FOFA regulations largely bedded in among advisors, they can now focus again on growing the customer base. However sustainable growth in the client base will only be achieved by effective targeting ...  |  read more...
USD 7,995
Financial Planning and Investment Advice in Australia – Industry Market Research Report
8/6/2015 | 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...
USD 965
Trusts & Estates in the US - Industry Market Research Report
10/22/2015 | published by: IBISWorld
... led to the creation of more trusts and estates. Moving forward, the industry is expected to benefit from legislation raising the federal estate tax exemption of assets at-death and lowering of the maximum tax rate. ...  |  read more...
USD 1,020
David Chapman's Ice Cream Ltd in Packaged Food (Canada)
12/30/2015 | published by: Euromonitor International
... presence in food intolerance with nut-free, gluten-free, lactose-free and diabetic varieties. This offer is expected to continue to develop and grow as food intolerance is a dynamic category in Canada. Euromonitor International Local Company Profiles ...  |  read more...
USD 150
Insurance and Pension Funding in Indonesia: ISIC 66
11/27/2015 | 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...
USD 660
Financial Management in the UK - Industry Market Research Report
5/29/2015 | 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
2015 U.S. All Other Financial Investment Activities Industry-Pinpoint Salary Industry Report
6/5/2015 | published by: Pinpoint Salary
... by industry, nationally and for all fifty U.S. states. The report features salary data by percentiles, experience level, years of experience, size of company, union/non-union and year to year salary change. Bonus and hourly wage ...  |  read more...
USD 149
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