Wealth Management Services

Wealth Management Services:
Capturing the Highlights of a Wide Variety of Other Financial Products & Services

Recently Released!!!
Date Published: January 15, 2015
Summary PPT Deck: 62 Slides
Reference PPT Deck: 272 Slides


The purpose of this research is to provide readers with an initial understanding of wealth management services, including account aggregation & financial planning, the college savings market, socially responsible investing & impact investing, islamic finance, reverse mortgages, estate planning, life settlements, and family office services.

This research addresses the three historical phases of wealth management services, including: 
  • Early Phase
  • Middle Phase
  • Recent Phase

    This research defines eight distinct markets segments including:

    • Account Aggregation & Financial Planning
    • College Savings Market
    • Socially Responsible Investing & Impact Investing
    • Islamic Finance
    • Reverse Mortgages
    • Estate Planning
    • Life Settlements
    • Family Office Services

And this research makes the following 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
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