Financial Institutions Research Series Wealth Management Services: Capturing the Highlights of a Wide Variety of Other Financial Products & Services (Table of Contents) January 15, 2015
TABLE OF CONTENTS Evolution of the Wealth Management Services Industry... Early Phase... Middle Phase... Recent Phase... Market Segmentation Account Aggregation & Financial Planning... Evolution of the Account Aggregation & Financial Planning Industry... Market History... Account Aggregation & Financial Planning Services... Account Aggregation... Insurance Planning... Tax Planning... Marriage (Divorce) Planning... College Planning... Corporate Executive Services... Small Business Owner Planning... Retirement Planning... Social Security & Medicare Planning... Markets & Distribution Channels... Direct Distribution... Financial Advisor Markets... Institutional Markets... International Markets... Future Predictions for the Account Aggregation & Financial Planning Services Industry... Account Aggregation to Grow in Popularity... Financial Planning Applets to Grow in Popularity & Stand Alone Financial Planning Offers to Return... Corporate Executive Services to Regain Popularity... Marriage (Divorce) Planning to Become More Common... Social Security & Medicare Planning to Become More Critical... College Savings Market... Evolution of the College Savings Market... Leading College Savings Market Managers... Taxable Accounts... UGMA & UTMA Custodial Accounts... Coverdell Educational Savings Accounts... 529 College Savings Plans & State Pre-Paid Tuition Programs Accounts.. 15.01.15 Wealth Management Services 2
Future Predictions for the College Savings Market... Growth in the College Savings Market, Especially 529 College Savings Plans... Maturation of the 529 Plans Market: Growth in National Plans, Age-Based Investment Options, ETF-Based Plans, & Direct Sold Plans... Emergence of 529 College Savings Plan Comparison Tools & Continuing Fee Pressure... Socially Responsible Investing & Impact Investing... Evolution of Socially Responsible Investing & Impact Investing... Leading Socially Responsible Investing & Impact Investing Firms... Socially Responsible Investing... Impact Investing... Private Equity Infrastructure Projects... Community Development Lending... Microfinance.... Institutional Markets... Future Predictions for the Socially Responsible Investing & Impact Investing Market... Substantial Socially Responsible Investing & Impact Investing Market Growth... Emergence of Publicly Traded Impact Investing Investment Vehicles... Institutionalization of the Impact Investing Business... Islamic Finance... Evolution of Islamic Finance... Market History... Market Definition... Market Growth... Leading Islamic Finance Firms... Market Segmentation... Islamic Banking... Islamic Investing... Islamic Insurance... Future Predictions for Islamic Finance... Growing Islamic Banking Market... Growing Islamic Investing Market... Growing Islamic Insurance Market... Reverse Mortgages... Evolution of the Reverse Mortgages Market... Key Driving Factors... 15.01.15 Wealth Management Services 3
Leading Reverse Mortgages Firms... Federally Insured Reverse Mortgages... Single Purpose Reverse Mortgages... Proprietary Reverse Mortgages... Future Predictions for the Reverse Mortgages Market... Short-Term Stagnation in Growth But Overall Long-Term Boom... Emergence of Stricter Reverse Mortgage Standards... Estate Planning... Evolution of the Estate Planning Market... Leading Estate Planning Companies... State Planning Methods & Techniques... Document Titles & Beneficiary Designations... Wills, Health Care Proxies, Living Wills, & Powers of Attorney... Revocable & Irrevocable Trusts... Donor Advised Funds... Private & Community Foundations... Future Predictions for the Estate Planning Market... Continuation of the Estate Tax with Higher Thresholds & Lower Rates... Growing Estate Planning Market... Growth of Donor Advised Funds & Foundations... Life Settlements... Evolution of the Life Settlements Industry... Leading Life Settlement Companies... Segment One... Segment Two... Future Predictions for the Life Settlements Industry... Rapid Growth... Increased Regulation... Better Prices & Transparency... More Expensive Life Insurance... Family Office Services... 15.01.15 Wealth Management Services 4
Evolution of Family Office Services... Leading Family Office Service Providers... Bill Pay... Tax Preparation... Travel Arrangements... Household Staff Management... Vehicle Management... Real Estate Management... Global Health Care... Legal Services... Kidnapping & Crisis Management... Family Counseling... Direct Distribution... Future Predictions of the Family Office Services Industry... Family Office Services to be More Widely Delivered... Future Predictions for Wealth Management Services Account Aggregation & Financial Planning to Grow in Popularity... College Savings Market to Grow in Popularity... Socially Responsible Investing & Impact Investing to Grow in Popularity... Islamic Finance to Grow in Popularity... Reverse Mortgages to Grow in Popularity... Estate Planning to Grow in Popularity... Life Settlements to Grow in Popularity... Family Office Services to Grow in Popularity... 15.01.15 Wealth Management Services 5