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The Premium Report on Financial Planning and Investment Advice contains information used by Marketing Departments in many of the Fortune 1,000 companies and beyond. The report helps identify industry changes, trends, key players, and growth opportunities.

Contents:
Current State of the Industry
Market Size
Market Forecast
Products and Services Breakdown
Financial Statements - Income Statement
Salary & Compensation Statistics
Key Companies
Public Company News
Largest Government Vendors

Current State of the Financial Planning and Investment Advice Industry

This section provides answers to five fundamental and commonly-asked questions about the industry:

1. What is the total market size ($ millions)?
2. How much has the market grown or declined?
3. Are long term forecasts positive or negative?
4. How large is the average company?
5. How many companies are in the industry?

Market Size - Financial Planning and Investment Advice

The total U.S. market size for the Financial Planning and Investment Advice industry includes all companies, both public and private. In addition to total revenue, the table contains details on employees, companies, and average firm size.

Metrics	2004        2005        2006        2007        2008        2009
Market Size (Total Industry Sales)		Available Included with Instant Access Order at top of page
Total Firms
Total Locations (Headquarters and Branches)
Total Employees
Average Revenue Per Firm
Average Employees Per Firm

Source: Analysis of US Census data, updated June 8 2010

Charts and graphs can be copied to Microsoft Word and Powerpoint presentations.

Market Forecast - Financial Planning and Investment Advice

Market forecasts show the long term outlook for the Financial Planning and Investment Advice industry. The following five-year forecast utilizes advanced econometric techniques that take into account both short-term and long-term industry trends.

Forecast	2009	2010	2011	2012	2013	2014
Revenue ($ billion)	AVAILABLE

Source: AnythingResearch.com Economic Analysis

Product & Services Breakdown

The following products and services account for the largest source of revenues in the Financial Planning and Investment Advice industry. Note that there are multiple levels of classification, so some line items are contained within other lines.

Product Description	Number of Companies	Sales ($ millions)	Percent of Total Sales
Industry Total	AVAILABLE
Securities Origination Products	AVAILABLE
Brokering And Dealing Products - Debt Instruments	AVAILABLE
Brokering And Dealing Products - Equities	AVAILABLE
Brokering And Dealing Products - Derivative Contracts	AVAILABLE
Futures Contracts, Exchange-Traded	AVAILABLE
Options Contracts, Exchange-Traded	AVAILABLE
Forward Contracts, Traded Over-The-Counter	AVAILABLE
Broker/Deal Inv Comp Securities, Including Mutual Funds	AVAILABLE
Trading Debt Instruments On Own Account - Net Gains (Losses)	AVAILABLE
Trust Products - Fiduciary Fees	AVAILABLE
Personal Trust Products	AVAILABLE
Management Of Financial Market And Clearing Products	AVAILABLE
Financial Planning And Investment Management Products	AVAILABLE
Financial Planning And Investment Mgt Serv For Bus & Govt	AVAILABLE
Personal Financial Planning And Advice Products	AVAILABLE
Personal Investment Management Products	AVAILABLE
Other Products Supporting Financial Services - Fees	AVAILABLE
Insurance Brokerage And Agency Products - Commissions	AVAILABLE

Income Statement (Average Financial Metrics) - Financial Planning and Investment Advice

Financial metrics provide a snapshot view of an "average" company in the Financial Planning and Investment Advice industry. Key business metrics show revenue and operating costs. The data collected is industry-wide, covering both public and private companies in the industry.

	Industry Average	Percent of Sales
Total Revenue	AVAILABLE Included in Report Order at top of page
Operating Revenue
Cost of Goods Sold
Gross Profit
Operating Expenses
Pension, profit sharing plans, stock, annuity
Repairs
Rent paid on business property
Charitable Contributions
Depletion
Domestic production activities deduction
Advertising
Compensation of officers
Salaries and wages
Employee benefit programs
Taxes and Licenses
Bad Debts
Depreciation
Amortization
Other Operating Expenses
Total Operating Expenses
Operating Income
Non-Operating Income
EBIT (Earnings Before Interest and Taxes)
Interest Expense
Earnings Before Taxes
Income Tax
Net Profit

Source: Analysis of U.S. federal statistics

Financial Ratio Analysis - Financial Planning and Investment Advice

Financial ratios can be used to compare how a company in the Financial Planning and Investment Advice industry is performing relative to its peers. Financial ratios are calculated from the industry-average for income statements and balance sheets.

Liquidity Ratios - Financial Planning and Investment Advice Industry	Industry Average
Liquidity Ratios measure how liquid a business is. Bankers and suppliers may use these to determine creditworthiness and identify potential threats to a company's financial viability.
Current Ratio Measures a firm's ability to pay its debts over the next 12 months.	Included
Quick Ratio (Acid Test) Calculates liquid assets relative to liabilities, excluding inventories.	Included

Efficiency Ratios - Financial Planning and Investment Advice Industry	Industry Average
Efficiency Ratios measure how quickly products and services sell, and effectively collections policies are implemented.
Receivables Turnover Ratio If this number is low compared to the industry average, it may mean your payment terms are too lenient or that you are not doing a good enough job on collections.	Included
Average Collection Period Based on the Receivables Turnover Ratio, this estimates the collection period in days. Calculated as 365 divided by the Receivables Turnover Ratio	Included
Inventory Turnover Ratio A low turnover rate may point to overstocking, obsolescence, or deficiencies in the product line or marketing effort.	Included
Fixed-Asset Turnover Ratio Generally, a higher ratio is better, since it indicates the business has less money tied up in fixed assets for each dollar of sales revenue.	Included

Geographic Distribution

The concentration of employees by states indicates how the industry (companies and workforce) is distributed throughout the country.

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Move mouse over states to see employment numbers
Note: Round numbers are estimates. Precise numbers are actuals.

Source: US Census

Compensation & Salary Surveys for Employees Working in Financial Planning and Investment Advice

Compensation statistics provides an accurate assessment of jobs in the Financial Planning and Investment Advice industry and national salary averages. This information can be used to asses which positions are most common, and high, low, and average annual wages.

Title	Percent of Workforce	Bottom Quartile	Average (Median) Salary	Upper Quartile
Management occupations	11%	AVAILABLE Included in Report Order at top of page
Chief executives	1%
General and operations managers	2%
Business and financial operations occupations	38%
Financial analysts	11%
Personal financial advisors	15%
Computer and mathematical science occupations	6%
Sales and related occupations	10%
Securities, commodities, and financial services sales agents	8%
Office and administrative support occupations	31%
Executive secretaries and administrative assistants	7%

Source: Bureau of Labor Statistics

Companies in Financial Planning and Investment Advice and Adjacent Industries

Company	Address	Key Contact
AVAILABLE	AVAILABLE	AVAILABLE

Public Financial Planning and Investment Advice Company News

Web scan for recent news about publicly traded companies in the Financial Planning and Investment Advice industry.

Government Contracts Related to Financial Planning and Investment Advice

In 2008, the federal government spent a total of $17,510,256 on Financial Planning and Investment Advice. It has awarded 46 contracts to 18 companies, with an average value of $972,792 per company.   

Top government vendors:

Company	Federal Contracts	Total Award Amount
AVAILABLE	AVAILABLE	AVAILABLE

The Industry Report on Financial Planning and Investment Advice contains the key pieces of information used by strategy and management consultants to identify market trends and accurately measure growth and industry performance.

Contents:
Current State of the Industry
Market Size
Financial Statements - Income Statement
Salary & Compensation Statistics
Key Companies
Public Company News

Current State of the Financial Planning and Investment Advice Industry

This section provides answers to five fundamental and commonly-asked questions about the industry:

1. What is the total market size ($ millions)?
2. How much has the market grown or declined?
3. Are long term forecasts positive or negative?
4. How large is the average company?
5. How many companies are in the industry?

Market Size - Financial Planning and Investment Advice

The total U.S. market size for the Financial Planning and Investment Advice industry includes all companies, both public and private. In addition to total revenue, the table contains details on employees, companies, and average firm size.

Metrics	2004        2005        2006        2007        2008        2009
Market Size (Total Industry Sales)		Available Included with Instant Access Order at top of page
Total Firms
Total Locations (Headquarters and Branches)
Total Employees
Average Revenue Per Firm
Average Employees Per Firm

Source: Analysis of US Census data, updated June 8 2010

Charts and graphs can be copied to Microsoft Word and Powerpoint presentations.

Income Statement (Average Financial Metrics) - Financial Planning and Investment Advice

Financial metrics provide a snapshot view of an "average" company in the Financial Planning and Investment Advice industry. Key business metrics show revenue and operating costs. The data collected is industry-wide, covering both public and private companies in the industry.

	Industry Average	Percent of Sales
Total Revenue	AVAILABLE Included in Report Order at top of page
Operating Revenue
Cost of Goods Sold
Gross Profit
Operating Expenses
Pension, profit sharing plans, stock, annuity
Repairs
Rent paid on business property
Charitable Contributions
Depletion
Domestic production activities deduction
Advertising
Compensation of officers
Salaries and wages
Employee benefit programs
Taxes and Licenses
Bad Debts
Depreciation
Amortization
Other Operating Expenses
Total Operating Expenses
Operating Income
Non-Operating Income
EBIT (Earnings Before Interest and Taxes)
Interest Expense
Earnings Before Taxes
Income Tax
Net Profit

Source: Analysis of U.S. federal statistics

Financial Ratio Analysis - Financial Planning and Investment Advice

Financial ratios can be used to compare how a company in the Financial Planning and Investment Advice industry is performing relative to its peers. Financial ratios are calculated from the industry-average for income statements and balance sheets.

Liquidity Ratios - Financial Planning and Investment Advice Industry	Industry Average
Liquidity Ratios measure how liquid a business is. Bankers and suppliers may use these to determine creditworthiness and identify potential threats to a company's financial viability.
Current Ratio Measures a firm's ability to pay its debts over the next 12 months.	Included
Quick Ratio (Acid Test) Calculates liquid assets relative to liabilities, excluding inventories.	Included

Efficiency Ratios - Financial Planning and Investment Advice Industry	Industry Average
Efficiency Ratios measure how quickly products and services sell, and effectively collections policies are implemented.
Receivables Turnover Ratio If this number is low compared to the industry average, it may mean your payment terms are too lenient or that you are not doing a good enough job on collections.	Included
Average Collection Period Based on the Receivables Turnover Ratio, this estimates the collection period in days. Calculated as 365 divided by the Receivables Turnover Ratio	Included
Inventory Turnover Ratio A low turnover rate may point to overstocking, obsolescence, or deficiencies in the product line or marketing effort.	Included
Fixed-Asset Turnover Ratio Generally, a higher ratio is better, since it indicates the business has less money tied up in fixed assets for each dollar of sales revenue.	Included

Compensation & Salary Surveys for Employees Working in Financial Planning and Investment Advice

Compensation statistics provides an accurate assessment of jobs in the Financial Planning and Investment Advice industry and national salary averages. This information can be used to asses which positions are most common, and high, low, and average annual wages.

Title	Percent of Workforce	Bottom Quartile	Average (Median) Salary	Upper Quartile
Management occupations	11%	AVAILABLE Included in Report Order at top of page
Chief executives	1%
General and operations managers	2%
Business and financial operations occupations	38%
Financial analysts	11%
Personal financial advisors	15%
Computer and mathematical science occupations	6%
Sales and related occupations	10%
Securities, commodities, and financial services sales agents	8%
Office and administrative support occupations	31%
Executive secretaries and administrative assistants	7%

Source: Bureau of Labor Statistics

Companies in Financial Planning and Investment Advice and Adjacent Industries

Company	Address	Key Contact
AVAILABLE	AVAILABLE	AVAILABLE

Public Financial Planning and Investment Advice Company News

Web scan for recent news about publicly traded companies in the Financial Planning and Investment Advice industry.

• BBB: How to Spot the Red Flags of an Investment Seminar Scam: Falling victim to a fraudulent investment scheme can mean losing anywhere from a few hundred dollars to your entire life savings.
• How The Best-Performing Businesses Differ From The Rest: A new research study from Six Disciplines compares the best practices of the top and bottom-performing companies to determine what they do right, where they go wrong, what correlation their practices have to financial performance, and what you should learn from their experiences.
• RIAs Can Look to Other Channels for Growth: Registered investment advisory firms need more capacity to handle client demand for professional financial planning advice. That aligns with the recent trend of wirehouse brokers getting fed up with that channel and considering doing business in the independent channel instead.
• Singapore - Another Hong Kong?: IMPORTANT WARNING: The contents of this report have been compiled in good faith by Investorsoffshore.com to provide assistance to investors, but do not constitute investment advice or recommendations.
• A Common-Sense Approach To Retirement Planning: Today's retirees and preretirees face multiple challenges, including still-shrunken principal values following the 2008-09 bear market and rock-bottom interest rates.
• Charles Schwab Launches @schwabmoneywise on Twitter to Help Young Adults Overcome Financial Challenges and Improve ...: SAN FRANCISCO----Charles Schwab has announced a new educational campaign to help young adults facing financial firsts as they graduate, start working and begin living on their own.
• A Common-Sense Approach to Retirement Planning: Harold Evensky discusses his thoughts on retirement planning in Part II of our conversation with the financial-planning guru.
• Plan to invest in realty? Not now!: In an hour-long chat on rediff.com on Thursday, financial planning expert Sailesh Multani offered some valuable investment tips.
• Hawkins points to market upticks in 2009: ORLANDO, Fla. (BP)--GuideStone Financial Services remains strong, despite a turbulent period in world financial markets, GuideStone president O.S. Hawkins told messengers meeting June 16 at the Orange County Convention Center in Orlando, Fla.
• Finsia launches new professional designation: The Financial Services Institute of Australasia (Finsia) has launched a new professional designation for the financial services industry, one that could test the relevance of the Financial Planning Association's (FPA's) Certified Financial Planner (CFP) mark.
• Phuket car sales on the rise: PHUKET: Car dealerships in Phuket are reporting that first quarter sales are up about 40 percent year-on-year, with sales to foreigners accounting for as much as half of sales at some showrooms.
• Time to think about the cost of smoking: THE cost of smoking on your body is well documented, but there are also significant financial reasons to give up on cigarettes.
• Fort Worth Retirement Planning Firm RWMG Offers Their Newsletters Online: Robinson Wealth Management Group, an Independent Registered Investment Advisory Firm Now offers their Newsletter, "A Note From Jim" Online. [PR.com]
• Cascade Financial Corp. Reports Operating Results: By 10qk. Cascade Financial Corp. ( CASB ) filed Quarterly Report for the period ended 2010-03-31. Read more � �
• Retirement: A retirement planning timeline: 30 40 50: When should you start saving for retirement? When do you really need to get serious about planning your retirement transition? Well, it depends on many factors. But along the timeline of life, there are certain things you might consider doing at certain ages. Your retirement planning can begin early in life, and remember that today is never too late.

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