• 2021-06-07
    Published
  • 154
    Pages

Financial Planner Industry Analysis, Market Size, Share, Trends, Growth and Forecast 2021 - 2029

DESCRIPTION
TABLE OF CONTENT

                      Global Financial Planner Market is the title of а recently published report by marketreports. Тhе rеѕеаrсh ѕtudу іnvоlvеd ехреrt оріnіоn and with the help of bоth рrіmаrу аnd ѕесоndаrу dаtа ѕоurсеѕ, аnd еffоrtѕ wеrе nоt lіmіtеd tо оnlу іn-hоuѕе аnаlуѕіѕ. 

Due to the outbreak of COVID-19, majority operations of many industries have been working with minimum workforce or temporarily come to halt. The process of research on particular market elaborate the study of both impact; positive or negative on industry or market globally. A key aspect of dealing with disruption in 2021 due to the pandemic outbreak is to understand the difference between customer behaviors that are temporary or permanent, as the recovery between markets and regions may be uneven. 

While research report includes various factors such as hіѕtоrісаl dаtа, tесhnоlоgісаl іnnоvаtіоnѕ, gоvеrnmеnt роlісіеѕ аnd mаndаtеѕ, соmреtіtіvе lаndѕсаре, nеw ѕоlutіоnѕ аnd аltеrаtіоnѕ сurrеnt аnd hіѕtоrісаl trеndѕ іn thе mаrkеt, mаrkеt еnvіrоnmеnt, tесhnоlоgісаl аdvаnсеmеntѕ іn rеlаtеd іnduѕtrіеѕ as well as mаrkеt grоwth bаrrіеrѕ аnd сhаllеngеѕ, futurе ѕсеnаrіоѕ, орроrtunіtіеѕ, and mаrkеt rіѕkѕ have been covered and details іnсludеd іn thе rероrt. The market has been segmented on the basis of various type, application, regions and countries. The revenue of the global Financial Planner market is estimated to reach a value of UЅ$ XX Mn in 2029.

Global Financial Planner Market Regional Analysis:

Rеgіоn-wіѕе ѕеgmеntаtіоn in the global Financial Planner market іnсludеѕ North Аmеrіса, Еurоре, Аѕіа Расіfіс, Ѕоuth Аmеrіса, аnd the Міddlе Еаѕt & Аfrіса. Asia Pacific market is anticipated to register a significant CAGR over the forecast period, owing to Increase in production and consumption in Asia region, coupled with shifting consumer preferences pertaining to a technologically advanced products and services that have created opportunities for companies to develop new green Products.

Segmentation Covered
 
By End users
Family
Individual

By Income Level
Medium
High

By Income Expense type
Household
Entertainment
Medical
Education
Traveling
Holiday
Others

By Financial plan type
Short term
Medium term
Long term

Key Companies

StanCorp Investment advisors Inc. (United States)
Cambridge Investment Research Advisors Inc. (United States)
Moneta Group Investment Advisors LLC (United States)
Oxford Financial Group Ltd (United States)
Sontag Advisory LLC (United States)
Plante Moran Financial Advisors (United States)
Ronal Blue & Co. LLC (United States)
Edelman Financial Services LLC (United States)
Clarfeld Financial Advisors Inc. (United States)
GW & Wade LLC (United States)
Harris SBSB (United States)
Homrich Berg (United States)
Atherton Lane Advisors LLC (United States)
Joel Isaacson & Co. Inc. (United States)
Family Management Corp (United States)

By Region

 Asia-Pacific: China, Southeast Asia, India, Japan, Korea, Oceania
Europe : Germany, UK, France, Italy, Russia, Spain, Netherlands, Turkey, Switzerland
North America : United States, Canada, Mexico
Middle East & Africa : GCC, North Africa, South Africa
South America : Brazil, Argentina, Columbia, Chile, Peru                    

                      Chapter 1 Global Financial Planner Market Overview

1.1 Introduction
1.2 Taxonomy
1.2.1 By Product Type & End User
1.2.2 By Region
1.3 Drivers for Financial Planner Market
1.4 Restraints for Financial Planner Market
1.5 Opportunities for Financial Planner Market
1.6 Trends for Financial Planner Market
1.7 COVID-19 Impact Assessment on Financial Planner Industry
1.8 Macro-economic Factors
1.9 Regulatory Framework
1.10 Pricing Analysis by Region, 2020
1.11 Opportunity Map Analysis
1.12 Opportunity Orbits
1.13 Market Investment Feasibility Index
1.14 PEST Analysis
1.15 PORTERS Five Force Analysis
1.16 Go to Market Strategy
1.17 Value Chain Analysis
1.18 Cost Structure Analysis
1.19 Regional Market Share and BPS Analysis

Chapter 2 Global Financial Planner Market Overview

2.1 Global Financial Planner Market by Product Type
2.1.1 Global Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2013-2029)
2.1.2 Global Financial Planner Market Value (US$ Mn) and Volume (Units) Market Share by Product Type in 2019
2.1.3 Global Financial Planner Market Attractiveness Analysis by Product Type, (2013-2020)
2.2 Global Financial Planner Market by End User
2.2.1 Global Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by End User (2013-2029)
2.2.2 Global Financial Planner Market Value (US$ Mn) and Volume (Units) Market Share by End User in 2019
2.2.3 Global Financial Planner Market Attractiveness Analysis by End User, (2013-2020)
2.3 Global Financial Planner Market by Region
2.3.1 Global Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Region (2013-2029)
2.3.2 Global Financial Planner Market Value (US$ Mn) and Volume (Units) Market Share by Region in 2019
2.3.3 Global Financial Planner Market Attractiveness Analysis by Region, (2013-2020)
2.4 Global Financial Planner Market Outlook (2013-2029)
2.4.1 Global Financial Planner Market Value (US$ Mn) and Volume (Units) (2013-2020)
2.4.2 Global Financial Planner Market Value (US$ Mn) and Volume (Units) (2021-2029)
2.5 Global Financial Planner Market Value (US$ Mn) and Volume (Units) by Regions
2.5.1 Global Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Region (2013-2020)
2.5.2 Global Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Region (2021-2029)
2.6 Global Financial Planner Market Value (US$ Mn) and Volume (Units) by Product Type
2.6.1 Global Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2013-2020)
2.6.2 Global Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2021-2029)
2.7 Global Financial Planner Market Value (US$ Mn) and Volume (Units) by End User
2.7.1 Global Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by End User (2013-2020)
2.7.2 Global Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by End User (2021-2029)
2.8 Global Financial Planner Market Y-o-Y Growth Rate Comparison (2014-2029)
2.8.1 Global Financial Planner Market Y-o-Y Growth Rate by Region
2.8.2 Global Financial Planner Market Y-o-Y Growth Rate by Product Type
2.8.3 Global Financial Planner Market Y-o-Y Growth Rate by End User
2.9 Global Financial Planner Market Share Comparison (2013-2029)
2.9.1 Global Financial Planner Market Share by Region
2.9.2 Global Financial Planner Market Share by Product Type
2.9.3 Global Financial Planner Market Share by End User

Chapter 3 North America Financial Planner Market Overview

3.1 North America Financial Planner Market by Product Type
3.1.1 North America Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2013-2029)
3.1.2 North America Financial Planner Market Value (US$ Mn) and Volume (Units) Market Share by Product Type in 2019
3.1.3 North America Financial Planner Market Attractiveness Analysis by Product Type, (2013-2020)
3.2 North America Financial Planner Market by End User
3.2.1 North America Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by End User (2013-2029)
3.2.2 North America Financial Planner Market Value (US$ Mn) and Volume (Units) Market Share by End User in 2019
3.2.3 North America Financial Planner Market Attractiveness Analysis by End User, (2013-2020)
3.3 North America Financial Planner Market by Region
3.3.1 North America Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Region (2013-2029)
3.3.2 North America Financial Planner Market Value (US$ Mn) and Volume (Units) Market Share by Region in 2019
3.3.3 North America Financial Planner Market Attractiveness Analysis by Region, (2013-2020)
3.4 North America Financial Planner Market Outlook (2013-2029)
3.4.1 North America Financial Planner Market Value (US$ Mn) and Volume (Units) (2013-2020)
3.4.2 North America Financial Planner Market Value (US$ Mn) and Volume (Units) (2021-2029)
3.5 North America Financial Planner Market Value (US$ Mn) and Volume (Units) by Regions
3.5.1 North America Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Region (2013-2020)
3.5.2 North America Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Region (2021-2029)
3.6 North America Financial Planner Market Value (US$ Mn) and Volume (Units) by Product Type
3.6.1 North America Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2013-2020)
3.6.2 North America Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2021-2029)
3.7 North America Financial Planner Market Value (US$ Mn) and Volume (Units) by End User
3.7.1 North America Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by End User (2013-2020)
3.7.2 North America Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by End User (2021-2029)
3.8 North America Financial Planner Market Y-o-Y Growth Rate Comparison (2014-2029)
3.8.1 North America Financial Planner Market Y-o-Y Growth Rate by Region
3.8.2 North America Financial Planner Market Y-o-Y Growth Rate by Product Type
3.8.3 North America Financial Planner Market Y-o-Y Growth Rate by End User
3.9 North America Financial Planner Market Share Comparison (2013-2029)
3.9.1 North America Financial Planner Market Share by Region
3.9.2 North America Financial Planner Market Share by Product Type
3.9.3 North America Financial Planner Market Share by End User

Chapter 4 Europe Financial Planner Market Overview

4.1 Europe Financial Planner Market by Product Type
4.1.1 Europe Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2013-2029)
4.1.2 Europe Financial Planner Market Value (US$ Mn) and Volume (Units) Market Share by Product Type in 2019
4.1.3 Europe Financial Planner Market Attractiveness Analysis by Product Type, (2013-2020)
4.2 Europe Financial Planner Market by End User
4.2.1 Europe Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by End User (2013-2029)
4.2.2 Europe Financial Planner Market Value (US$ Mn) and Volume (Units) Market Share by End User in 2019
4.2.3 Europe Financial Planner Market Attractiveness Analysis by End User, (2013-2020)
4.3 Europe Financial Planner Market by Region
4.3.1 Europe Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Region (2013-2029)
4.3.2 Europe Financial Planner Market Value (US$ Mn) and Volume (Units) Market Share by Region in 2019
4.3.3 Europe Financial Planner Market Attractiveness Analysis by Region, (2013-2020)
4.4 Europe Financial Planner Market Outlook (2013-2029)
4.4.1 Europe Financial Planner Market Value (US$ Mn) and Volume (Units) (2013-2020)
4.4.2 Europe Financial Planner Market Value (US$ Mn) and Volume (Units) (2021-2029)
4.5 Europe Financial Planner Market Value (US$ Mn) and Volume (Units) by Regions
4.5.1 Europe Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Region (2013-2020)
4.5.2 Europe Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Region (2021-2029)
4.6 Europe Financial Planner Market Value (US$ Mn) and Volume (Units) by Product Type
4.6.1 Europe Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2013-2020)
4.6.2 Europe Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2021-2029)
4.7 Europe Financial Planner Market Value (US$ Mn) and Volume (Units) by End User
4.7.1 Europe Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by End User (2013-2020)
4.7.2 Europe Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by End User (2021-2029)
4.8 Europe Financial Planner Market Y-o-Y Growth Rate Comparison (2014-2029)
4.8.1 Europe Financial Planner Market Y-o-Y Growth Rate by Region
4.8.2 Europe Financial Planner Market Y-o-Y Growth Rate by Product Type
4.8.3 Europe Financial Planner Market Y-o-Y Growth Rate by End User
4.9 Europe Financial Planner Market Share Comparison (2013-2029)
4.9.1 Europe Financial Planner Market Share by Region
4.9.2 Europe Financial Planner Market Share by Product Type
4.9.3 Europe Financial Planner Market Share by End User

Chapter 5 Asia Pacific Financial Planner Market Overview

5.1 Asia Pacific Financial Planner Market by Product Type
5.1.1 Asia Pacific Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2013-2029)
5.1.2 Asia Pacific Financial Planner Market Value (US$ Mn) and Volume (Units) Market Share by Product Type in 2019
5.1.3 Asia Pacific Financial Planner Market Attractiveness Analysis by Product Type, (2013-2020)
5.2 Asia Pacific Financial Planner Market by End User
5.2.1 Asia Pacific Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by End User (2013-2029)
5.2.2 Asia Pacific Financial Planner Market Value (US$ Mn) and Volume (Units) Market Share by End User in 2019
5.2.3 Asia Pacific Financial Planner Market Attractiveness Analysis by End User, (2013-2020)
5.3 Asia Pacific Financial Planner Market by Region
5.3.1 Asia Pacific Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Region (2013-2029)
5.3.2 Asia Pacific Financial Planner Market Value (US$ Mn) and Volume (Units) Market Share by Region in 2019
5.3.3 Asia Pacific Financial Planner Market Attractiveness Analysis by Region, (2013-2020)
5.4 Asia Pacific Financial Planner Market Outlook (2013-2029)
5.4.1 Asia Pacific Financial Planner Market Value (US$ Mn) and Volume (Units) (2013-2020)
5.4.2 Asia Pacific Financial Planner Market Value (US$ Mn) and Volume (Units) (2021-2029)
5.5 Asia Pacific Financial Planner Market Value (US$ Mn) and Volume (Units) by Regions
5.5.1 Asia Pacific Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Region (2013-2020)
5.5.2 Asia Pacific Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Region (2021-2029)
5.6 Asia Pacific Financial Planner Market Value (US$ Mn) and Volume (Units) by Product Type
5.6.1 Asia Pacific Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2013-2020)
5.6.2 Asia Pacific Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2021-2029)
5.7 Asia Pacific Financial Planner Market Value (US$ Mn) and Volume (Units) by End User
5.7.1 Asia Pacific Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by End User (2013-2020)
5.7.2 Asia Pacific Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by End User (2021-2029)
5.8 Asia Pacific Financial Planner Market Y-o-Y Growth Rate Comparison (2014-2029)
5.8.1 Asia Pacific Financial Planner Market Y-o-Y Growth Rate by Region
5.8.2 Asia Pacific Financial Planner Market Y-o-Y Growth Rate by Product Type
5.8.3 Asia Pacific Financial Planner Market Y-o-Y Growth Rate by End User
5.9 Asia Pacific Financial Planner Market Share Comparison (2013-2029)
5.9.1 Asia Pacific Financial Planner Market Share by Region
5.9.2 Asia Pacific Financial Planner Market Share by Product Type
5.9.3 Asia Pacific Financial Planner Market Share by End User

Chapter 6 South America Financial Planner Market Overview

6.1 South America Financial Planner Market by Product Type
6.1.1 South America Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2013-2029)
6.1.2 South America Financial Planner Market Value (US$ Mn) and Volume (Units) Market Share by Product Type in 2019
6.1.3 South America Financial Planner Market Attractiveness Analysis by Product Type, (2013-2020)
6.2 South America Financial Planner Market by End User
6.2.1 South America Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by End User (2013-2029)
6.2.2 South America Financial Planner Market Value (US$ Mn) and Volume (Units) Market Share by End User in 2019
6.2.3 South America Financial Planner Market Attractiveness Analysis by End User, (2013-2020)
6.3 South America Financial Planner Market by Region
6.3.1 South America Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Region (2013-2029)
6.3.2 South America Financial Planner Market Value (US$ Mn) and Volume (Units) Market Share by Region in 2019
6.3.3 South America Financial Planner Market Attractiveness Analysis by Region, (2013-2020)
6.4 South America Financial Planner Market Outlook (2013-2029)
6.4.1 South America Financial Planner Market Value (US$ Mn) and Volume (Units) (2013-2020)
6.4.2 South America Financial Planner Market Value (US$ Mn) and Volume (Units) (2021-2029)
6.5 South America Financial Planner Market Value (US$ Mn) and Volume (Units) by Regions
6.5.1 South America Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Region (2013-2020)
6.5.2 South America Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Region (2021-2029)
6.6 South America Financial Planner Market Value (US$ Mn) and Volume (Units) by Product Type
6.6.1 South America Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2013-2020)
6.6.2 South America Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2021-2029)
6.7 South America Financial Planner Market Value (US$ Mn) and Volume (Units) by End User
6.7.1 South America Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by End User (2013-2020)
6.7.2 South America Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by End User (2021-2029)
6.8 South America Financial Planner Market Y-o-Y Growth Rate Comparison (2014-2029)
6.8.1 South America Financial Planner Market Y-o-Y Growth Rate by Region
6.8.2 South America Financial Planner Market Y-o-Y Growth Rate by Product Type
6.8.3 South America Financial Planner Market Y-o-Y Growth Rate by End User
6.9 South America Financial Planner Market Share Comparison 2013-2029
6.9.1 South America Financial Planner Market Share by Region
6.9.2 South America Financial Planner Market Share by Product Type
6.9.3 South America Financial Planner Market Share by End User

Chapter 7 MEA Financial Planner Market Overview

7.1 MEA Financial Planner Market by Product Type
7.1.1 MEA Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2013-2029)
7.1.2 MEA Financial Planner Market Value (US$ Mn) and Volume (Units) Market Share by Product Type in 2019
7.1.3 MEA Financial Planner Market Attractiveness Analysis by Product Type, (2013-2020)
7.2 MEA Financial Planner Market by End User
7.2.1 MEA Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by End User (2013-2029)
7.2.2 MEA Financial Planner Market Value (US$ Mn) and Volume (Units) Market Share by End User in 2019
7.2.3 MEA Financial Planner Market Attractiveness Analysis by End User, (2013-2020)
7.3 MEA Financial Planner Market by Region
7.3.1 MEA Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Region (2013-2029)
7.3.2 MEA Financial Planner Market Value (US$ Mn) and Volume (Units) Market Share by Region in 2019
7.3.3 MEA Financial Planner Market Attractiveness Analysis by Region, (2013-2020)
7.4 MEA Financial Planner Market Outlook (2013-2029)
7.4.1 MEA Financial Planner Market Value (US$ Mn) and Volume (Units) (2013-2020)
7.4.2 MEA Financial Planner Market Value (US$ Mn) and Volume (Units) (2021-2029)
7.5 MEA Financial Planner Market Value (US$ Mn) and Volume (Units) by Regions
7.5.1 MEA Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Region (2013-2020)
7.5.2 MEA Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Region (2021-2029)
7.6 MEA Financial Planner Market Value (US$ Mn) and Volume (Units) by Product Type
7.6.1 MEA Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2013-2020)
7.6.2 MEA Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by Product Type (2021-2029)
7.7 MEA Financial Planner Market Value (US$ Mn) and Volume (Units) by End User
7.7.1 MEA Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by End User (2013-2020)
7.7.2 MEA Financial Planner Market Value (US$ Mn) and Volume (Units) Comparison by End User (2021-2029)
7.8 MEA Financial Planner Market Y-o-Y Growth Rate Comparison (2014-2029)
7.8.1 MEA Financial Planner Market Y-o-Y Growth Rate by Region
7.8.2 MEA Financial Planner Market Y-o-Y Growth Rate by Product Type
7.8.3 MEA Financial Planner Market Y-o-Y Growth Rate by End User
7.9 MEA Financial Planner Market Share Comparison (2013-2029)
7.9.1 MEA Financial Planner Market Share by Region
7.9.2 MEA Financial Planner Market Share by Product Type
7.9.3 MEA Financial Planner Market Share by End User

Chapter 8 Global Financial Planner Market Company Profiles

8.1 Market Competition Scenario Analysis, By Company
8.2 Competitor Landscape
8.3 Company Share Analysis
8.4 Company Profiles
8.4.1 Company
8.4.1.1 Company Overview
8.4.1.2 Business Description
8.4.1.3 Product Portfolio
8.4.1.4 Key Financials
8.4.1.5 Key Developments
8.4.1.6 SWOT Analysis

Companies Included:
StanCorp Investment advisors Inc. (United States)
Cambridge Investment Research Advisors Inc. (United States)
Moneta Group Investment Advisors LLC (United States)
Oxford Financial Group Ltd (United States)
Sontag Advisory LLC (United States)
Plante Moran Financial Advisors (United States)
Ronal Blue & Co. LLC (United States)
Edelman Financial Services LLC (United States)
Clarfeld Financial Advisors Inc. (United States)
GW & Wade LLC (United States)
Harris SBSB (United States)
Homrich Berg (United States)
Atherton Lane Advisors LLC (United States)
Joel Isaacson & Co. Inc. (United States)
Family Management Corp (United States)

Chapter 9 Methodology and Data Source

9.1 Research Approach/ Methodology
9.2 Market Size Estimation
9.3 Market Breakdown and Data Triangulation
9.4 Data Source
9.4.1 Secondary Sources
9.4.2 Primary Sources                      

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