Financial Planning & Advice in the US - Industry Market Research Report
- September 2016
- 35 pages
Planned out: Revenue is projected to continue increasing as financial markets improve
Financial Planning & Advice in the US
Growth in the Financial Planning and Advice industry is compounding swiftly, following a brief decline as a result of the financial crisis. Consequently, revenue is projected to continue to increase over 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 revenue generated from fees charged on the value of assets under management.
This industry comprises companies that provide financial planning, financial advice and wealth management to individuals and business clients. Operators also offer advice, in conjunction with other activities such as portfolio management, protection planning and brokerage services. This industry does not include mutual fund companies, hedge funds, discount brokers, insurance brokers or other companies that deliver these services, outside the context of a written financial plan.
This report covers the scope, 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.
Investment Banking & Securities Dealing in the US
Securities Brokering in the US
Portfolio Management in the US
Custody, Asset & Securities Services in the US
Life Insurance & Annuities in the US
Financial Planning and Investment Advice in Australia
TABLE OF CONTENTS
ABOUT THIS INDUSTRY
INDUSTRY AT A GLANCE
Key External Drivers
Industry Life Cycle
PRODUCTS & MARKETS
Products & Services
Market Share Concentration
Key Success Factors
Cost Structure Benchmarks
Basis of Competition
Barriers to Entry
Technology & Systems
Regulation & Policy
JARGON & GLOSSARY
Bank of America Corporation
Wells Fargo & Company
Ameriprise Financial Inc.
Morgan Stanley Wealth Management