Financial Planning & Advice in the US - IBISWorld Industry Market Research

Financial Planning & Advice in the US

Financial Planning & Advice in the US - IBISWorld Industry Market Research
Financial Planning & Advice in the US
Published Nov 07, 2014
33 pages — Published Nov 07, 2014
Price US$ 910.00  |  Buy this Report Now

About This Report


After a brief decline in revenue early in the five years to 2014, the Financial Planning and Advice industry is compounding swiftly. Industry revenue is 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. Furthermore, the aging of the US population will boost demand for financial planning services as more Americans nearing retirement age will seek professional financial advice.

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.

The report covers the scope, size, disposition and growth of the industry including the key sensitivities and success factors. Also included are five year industry forecast, growth rates and an analysis of the industry key players and their market shares.

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IBISWorld Industry Market Research—IBISWorld is a leading strategic business information provider that offers comprehensive information on more than 700 US industries covering 4,000 individual product segments. They also provide global industry and industry risk rating reports covering Australia, the United Kingdom and China. IBISWorld data offers detailed analysis on growth trends, the competitive environment and key issues. Reports average 30 to 40 pages and contain figures; market characteristics; product, market and service segmentation; industry conditions, current and historical performance analysis; risk scores; industry participants and market share; factors to success; and 5-year forecasts with forecast analysis.

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IBISWorld Industry Market Research. "Financial Planning & Advice in the US" Nov 07, 2014. Alacra Store. Jun 18, 2018. <>
IBISWorld Industry Market Research. (2014). Financial Planning & Advice in the US Nov 07, 2014. New York, NY: Alacra Store. Retrieved Jun 18, 2018 from <>
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