87 reports

UK IFAs and their Clients; Identifying the IFA client base and how it can be grown.

33 pages • By Verdict Financial

SummaryFollowing the implementation of the Retail Distribution Review, the UK market saw a decrease in the number of advisors as well as an increase in the cost of advice, creating an advice gap in the retail and low mass affluent segments. However, different types of service models have since emerged to fill the need for advice....

2 760 3 450 2 208
Mar 2016

Morocco Country Risk Report Q2 2016

41 pages • By Business Monitor International

Core ViewsDespite not possessing hydrocarbon wealth, the economy will remaina relative outperformer in North Africa over the medium term.Investor interest in the country as an export-oriented manufacturinghub for the European market and increasingly to West Africa, aswell as relative security compared to the rest of the MENA...

915 1 208 759
Feb 2016

Australian Advisors and their Clients

46 pages • By Verdict Financial

SummaryIn recent years, the financial advisor market in Australia has been mainly focused on adapting to new regulations, with customer retention and acquisition suffering as a result. With key elements of the FOFA regulations largely bedded in among advisors, they can now focus again on growing the customer base. However sustainable...

6 396 7 995 5 117
Jan 2016

Superannuation Funds Management Services in Australia – Industry Market Research Report

32 pages • By Ibisworld

Confidence boost: Industry revenue has been supported by improving investor confidence Superannuation Funds Management Services in AustraliaIndustry participants provide investment management, administration and advisory services to superannuation funds. Service fees are earned as a percentage of the funds...

628 785 502
Jan 2016

Financial Planning and Investment Advice in Australia – Industry Market Research Report

32 pages • By Ibisworld

Good advice: Government legislation and an ageing population are expected to benefit the industry in the long term Financial Planning and Investment Advice in AustraliaEstablishments in the industry provide financial planning and advice to clients.This report covers the scope, size, disposition...

628 785 502
Jan 2016

Pension Funding in the UK - Industry Market Research Report

25 pages • By Ibisworld

Pension Funding in the UKThe Pension Funding industry provides retirement benefits for people no longer earning an income. The industry includes both occupational and personal pension schemes. State pensions are excluded from this industry.This report covers the scope, size, disposition and growth...

640 800 512
Oct 2015

Retail Superannuation Funds in Australia

28 pages • By Ibisworld

Self-serve: The popularity of self-managed super funds has drawn assets away from the industry Retail Superannuation Funds in AustraliaFirms in the industry primarily provide retirement benefits to the general public on a commercial basis. These firms must have more than four members. Industry revenue is...

628 785 502
Oct 2015

The 2016-2021 Outlook for Retirement Savings Plans in the United States

By ICON Group

This econometric study covers the latent demand outlook for retirement savings plans across the states and cities of the United States. Latent demand (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...

476 595 381
Sep 2015

The 2016-2021 Outlook for Retirement Savings Plans in India

351 pages • By ICON Group

This econometric study covers the latent demand outlook for retirement savings plans across the states, union territories and cities of India. Latent demand (in millions of U.S. dollars), or potential industry earnings (P.I.E.) estimates are given across over 5,100 cities in India. For each city in question, the percent share the city is of...

476 595 381
Sep 2015

The 2016-2021 Outlook for Retirement Savings Plans in Greater China

171 pages • By ICON Group

This econometric study covers the latent demand outlook for retirement savings plans across the regions of Greater China, including provinces, autonomous regions (Guangxi, Nei Mongol, Ningxia, Xinjiang, Xizang - Tibet), municipalities (Beijing, Chongqing, Shanghai, and Tianjin), special administrative regions (Hong Kong and Macau), and Taiwan...

476 595 381
Sep 2015

Pensions in the UK - Key Trends and Opportunities to 2019

58 pages • By Timetric

SynopsisThis report is the result of extensive research into the pensions market in the UK, covering its market dynamics, outlook and competitive landscape. It provides details of the market size and projections of new business premiums, and explores the impact of the latest government reforms on pension providers. The report also...

2 236 2 795 1 789
Sep 2015

Mauritius Insurance Report Q4 2015

62 pages • By Business Monitor International

Includes 3 FREE quarterly updatesBMI View: The general outlook for both major segments of Mauritius' insurance sector is positive Lifeinsurance is very well established, and accounts for around 70% of total premiums We think that premiumgrowth in coming years will be driven by official measures to promote life insurance and...

985 1 300 818
Sep 2015

Statewide Superannuation Pty Ltd - Strategic SWOT Analysis Review

19 pages • By Global Data

Statewide Superannuation Pty Ltd - Strategic SWOT Analysis Review provides a comprehensive insight into the company’s history, corporate strategy, business structure and operations. The report contains a detailed SWOT analysis, information on the company’s key employees, key competitors and major products and services.This up-to-the-minute...

100 125 72
Sep 2015

Abu Dhabi National Insurance Co. (UAE)

263 pages • By Global Industry Analysts

This report presents quick facts about Abu Dhabi National Insurance Co., which is principally involved in Life and Non-Life Insurance Business. Illustrated with 260 tables, the report showcases the company's recent news stories and events, key markets and market position as against its competitors operating in the industry.

2 800 3 500 2 240
Sep 2015

Industry Superannuation Funds in Australia

30 pages • By Ibisworld

Feuding funds: Competition with retail super funds increases, differences between funds fade Industry Superannuation Funds in AustraliaFirms in this industry primarily provide retirement benefits to members of specific industries. Industry revenue is comprised of contributions and net investment revenue...

628 785 502
Aug 2015

Superannuation Funds in Australia – Industry Market Research Report

33 pages • By Ibisworld

Doing super: Self-managed and industry superannuation funds have driven growth Superannuation Funds in AustraliaThe Superannuation Funds industry provides retirement benefits to members and includes both large and small funds. Industry revenue consists of contributions and net investment revenue combined....

628 785 502
Aug 2015

Pension Funding in South Africa 2015

103 pages • By Gatestreet Ltd

Size of the Industry: This report focuses on the retirement funding industry in South Africa. Financial Services Board statistics show that there are 5,144 active retirement funds managing assets of approximately R3.2-trillion. During the year under review, combined contributions received by all pension funds, including the Government Employees’...

896 1 120 717
Jul 2015

Independent Investment Research Services in Australia

31 pages • By Ibisworld

Full disclosure: Conflicts of interest have led to changes to ASIC regulations Independent Investment Research Services in AustraliaFirms in the industry provide independent, third-party investment research to institutional and individual investors, corporate issuers and financial services firms. This research...

628 785 502
Jul 2015

Annuities Insurance in the UK – Key Trends and Opportunities to 2019

68 pages • By Timetric

SynopsisThis report is the result of extensive research into the annuities market in the UK, covering its market dynamics, outlook and competitive landscape. It provides details of the market size and projections of new business premiums, and addresses the impact of the new pension rules on annuity providers. The report also provides...

2 236 2 795 1 789
Jun 2015

Third Party Administration of Insurance and Pension Funds - The 2015 U.S. Market Research Report

37 pages • By Kentley Insights

This 2015 Market Research Report is an in-depth evaluation of the Third Party Administration of Insurance and Pension Funds industry in the United States.These 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...

156 195 125
May 2015

Global Pension Funds

28 pages • By Ibisworld

Global Pension FundsThe Global Pension Funds industry, composed of employer-sponsored defined benefit plans, has been the primary means for meeting the retirement requirements of an aging global population. Nevertheless, employers have increasingly been shifting the financial risks of retirement savings to employees,...

816 1 020 653
Apr 2015

Self-Managed Superannuation Funds in Australia

24 pages • By Ibisworld

Super strength: The industry has grown, due to the additional flexibility its products provide Self-Managed Superannuation Funds in AustraliaBusinesses in this industry operate superannuation funds that are required to have no more than four members. Industry revenue comprises contributions, investment income...

628 785 502
Apr 2015

The 2016-2021 World Outlook for Retirement Savings Plans

247 pages • By ICON Group

This econometric study covers the world outlook for retirement savings plans across more than 200 countries. For each year reported, estimates are given for the latent 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....

796 995 637
Apr 2015

Al-Buhaira National Insurance Co. (UAE)

162 pages • By Global Industry Analysts

This report presents quick facts about Al-Buhaira National Insurance Co., which is principally involved in Insurance Business. Illustrated with 160 tables, the report showcases the company's key markets and market position as against its competitors operating in the industry.

2 800 3 500 2 240
Apr 2015

Al Sagr National Insurance Co. (UAE)

164 pages • By Global Industry Analysts

This report presents quick facts about Al Sagr National Insurance Co., which is principally involved in Insurance Business. Illustrated with 160 tables, the report showcases the company's sales performance, key markets and market position as against its competitors operating in the industry.

2 800 3 500 2 240
Apr 2015

Employee Benefits in Luxembourg

63 pages • By Timetric

SynopsisThe report provides in-depth industry analysis, information and insights of the employee benefits in Luxembourg, including: overview of the state and compulsory benefits in Luxembourg, detailed information about the private benefits in Luxembourg, insights on various central institutions responsible for the administration...

760 950 608
Mar 2015

Employee Benefits in Greece

60 pages • By Timetric

SynopsisThe report provides in-depth industry analysis, information and insights of the employee benefits in Greece, including: overview of the state and compulsory benefits in Greece, detailed information about the private benefits in Greece, insights on various central institutions responsible for the administration of the different...

760 950 608
Mar 2015

Employee Benefits in Austria

72 pages • By Timetric

SynopsisThe report provides in-depth industry analysis, information and insights of the employee benefits in Austria, including: overview of the state and compulsory benefits in Austria, detailed information about the private benefits in Austria, insights on various central institutions responsible for the administration of the...

760 950 608
Mar 2015

Employee Benefits in Germany

61 pages • By Timetric

SynopsisThe report provides in-depth industry analysis, information and insights of the employee benefits in Germany, including: overview of the state and compulsory benefits in Germany, detailed information about the private benefits in Germany, insights on various central institutions responsible for the administration of the...

760 950 608
Mar 2015

Employee Benefits in China

44 pages • By Timetric

SynopsisThe report provides in-depth industry analysis, information and insights of the employee benefits in China , including: overview of the state and compulsory benefits in China, detailed information about the private benefits in China, insights on various central institutions responsible for the administration of the different...

760 950 608
Mar 2015