Research and Markets: US Financial Planners and Investment Advisors: 50 Largest Companies such as Ameriprise and Stanley M

Tools

DUBLIN--(BUSINESS WIRE)-- Research and Markets (http://www.researchandmarkets.com/research/5c789d/financial_planners) has announced the addition of the "Financial Planners and Investment Advisors " report to their offering.

US Financial Planners and Investment Advisors: 50 Largest Companies such as Ameriprise and Stanley Morgan Account for 50% of the Annual Revenue of $200 Billion

About 35,000 US companies with combined annual revenue of about $200 billion provide financial planning and investment advice to individuals and businesses. Large companies include Ameriprise Financial, Charles Schwab, and units of diversified financial services companies such as Morgan Stanley. The industry is concentrated: the 50 largest companies account for about half of revenue.

COMPETITIVE LANDSCAPE

Demand is driven by consumer income and wealth and demographics. The profitability of individual firms depends largely on effective marketing. Large companies have some advantages in providing expertise in a wider range of investment options, and they may be able to charge lower fees. Small companies can compete successfully by providing better service and advice.

PRODUCTS, OPERATIONS & TECHNOLOGY

Financial planners help customers put together a plan to manage their financial resources; investment advisors suggest specific investments. About 70 percent of industry revenue comes from providing services to individuals. Financial planners help individuals form a plan that may include debt, asset, college, retirement, estate and tax planning, and may periodically check with the client to see how well the plan is being followed. Much of the planning revolves around an income and spending budget, with advice about the types of financial investments suitable for the client.

Key Topics Covered:

Industry Overview

Quarterly Industry Update

Business Challenges

Trends AND Opportunities

Call Preparation Questions

Financial Information

Industry Forecast

Website and Media Links

Glossary of Acronyms

For more information visit http://www.researchandmarkets.com/research/5c789d/financial_planners

Source: First Research