Financial Planning Services (Emerging Industry Overview)

This paper provides an overview of the financial planning services industry, primarily in the United States.

Emerging Industry Overview: Financial Planning Services

Industry Snapshot

Financial planning is a holistic approach to personal financial management that has flourished since the mid-1980s. Rising levels of wealth and consumer sophistication about finances have fueled the upswing, as has deregulation of the financial services industry. Experts predict the pace of growth will remain brisk, and even increase, as baby boomers near retirement and as large institutions target planning services at middle and lower income people.

The financial planning industry has experienced a number of significant trends. These included millions of baby boomers who were not adequately prepared for retirement, Social...

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