Archive for January 16th, 2012

• Global financial planning services to the market Reach U.S. $ 106.9 billion in 2015, according to a new report by Global Industry Analysts, Inc

  Date: 2012.01.16 | Category: Banks In Singapore | Response: 0

  San – Jose, CA (PRWEB) January 12, 2012

  Follow us on LinkedIn financial planning is a methodical approach, which allows a person or business to achieve the objectives of monetary policy through the optimal allocation of resources. The sector covers various aspects of the financial needs of a person or company, including investment and planning, cash flow and liability management, tax planning, risk management and insurance planning, estate planning, education planning, retirement planning and asset management. Consumers use these services through independent financial advisers (IFAs) and planners, as well as a number of financial institutions, including banks, insurance companies, securities and fund houses, the Head of real estate and so on.

  collapse of world stock markets in 2008 and 2009 had a direct impact on financial planning services industry which is faced with issues such as significant deterioration in the value of invested assets, financial instability, clients, and high unemployment. In the U.S. and Europe, the two largest markets for financial planning services, reeling under the global economic downturn, the industry witnessed a decline in the period 2008-2010. Moreover, as central banks around the world raised interest rates to curb inflation and currency fluctuations, investors were cautious, fleeing in the direction of a relatively safe fixed-income assets and gold, but as a questioning of the financial advice they received. At the same time, investors shunned risky for long-term assets such as real estate and stocks, which leads to a state of stagnation in their respective markets. This inevitably led to a drop in income in the financial services market launch planning board and a wave of staff reductions, and thus extensive consolidation in the global industry.

  However, financial planning services industry currently makes a strong comeback from the recession blues that redefined the fundamental approach to financial advice. Strong growth potential of business there is for independent financial advisers (IFA), offering an individual approach to guide clients through the challenges of unemployment, mounting debt and financial losses. As a result, several financial advisory firms to strengthen existing IFA channel recruitment and training consultants. Worldwide, governments and regulatory bodies carry out training and practice standards for the IFA, such as CFP and MRDT friendship, as well as making changes in the structure of the advisor fee. Consulting firms in the U.S. are looking at a high potential for the baby boomer segment includes aging and wealthy individuals that require retirement planning.

  
  Wealth managers

  facing hard times with high net worth individuals (private clients) with the requirement to actively monitor their investment portfolio, as well as personalized advice. Advanced software applications come to the aid of wealth managers in providing customers anywhere, anytime access to the portfolio. Personalized service, quality advisers and attractive fee structure of the new keys to survival in a highly competitive asset management sector.

  
  Another characteristic

  trend of more and more companies are offering employees professional financial planning services, in addition to benefits such as company car, free dental care, gym membership, among others. Such practices help in the design of employee-friendly image of the company, allowing employees in planning and implementing their financial goals. It is also important in improving employee morale, loyalty and productivity, and reduced employee turnover. Moreover, traditional pension plans offered to employees in the form of the corporate plan, is often insufficient to meet the future needs of the employee. An expert on financial planning for another job in hand with each employee, as well as develop a plan suited to their needs and income. Small and Medium Business (SMB) is a relatively untapped segment of the financial sector planning, given the urgent need for financial planning in order to ensure the smooth flow of working capital and preservation of fluctuations in their respective fields.

  research report entitled Planning for Financial Services: A Global Perspective announced a global industry analysts, Inc, provides for the collection of statistical anecdotes, market briefs, and a short summary of research results. Report provides an overview of vestigial industry, emphasizes the latest trends and demands of drivers, in addition to providing statistical inference. Regional markets briefly abstracted, and included the U.S., Canada, France, Italy, UK, Spain, Australia, China, Hong Kong, Korea, Singapore, India and Malaysia. Report offers a compilation of recent mergers, acquisitions, corporate and strategic development. Also included are indexed, easy-to-refer, the investigator directory of addresses and contact details of companies around the world.

  More information about the comprehensive report of the industry, please visit
  
  http://www.strategyr.com/Financial_Planning_Services_Industry_Market_Report.asp

  The global industry analysts, Inc
  
  Global Industry Analysts, Inc (GIA) is a leading publisher of market research beyond ready. Founded in 1987, the company currently employs over 800 people worldwide. GIA produces annually more than 1300 full-scale research reports and analysis of the market for 40 000 and technology trends while monitoring more than 126 000 companies around the world. Servicing over 9500 clients in 27 countries, GIA is recognized today as one of the largest and most famous in the world of marketing research firms.

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  Global Industry analysts, Inc
  
  Phone: 408-528-9966
  
  Fax: 408-528-9977
  
  Email: press (at) StrategyR (dot) com
  
  Web Site: http://www.StrategyR.com/

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