Financial Planning: Then and Now

FINANCIAL PLANNING THEN AND NOW 10,000 145,000 1985: CFP PROFESSIONALS IN THE U.S. 2012: CFP PROFESSIONALS GLOBALLY 25% 46% 1989: 23.2M US HOUSEHOLDS OWNED MUTUAL FUNDS 2013: 56.7M US HOUSEHOLDS OWNED MUTUAL FUNDS 1,243 FUNDS 7,707 FUNDS 1984: $370.68 BILLION TOTAL NET ASSETS 2013: $15,017.68 BIL TOTAL NET ASSETS UCITS RDR CREATED 1985 UNDERTAKINGS FOR COLLECTIVE INVESTMENT IN TRANSFERABLE SECURITIES DIRECTIVES STARTS 2012 FCA CREATES RETAIL DISTRIBUTION REVIEW AFFECTS 30,000 FINANCIAL INTERMEDIARIES 260+ "THE USE OF PAPER IN BUSINESS FOR RECORDS AND CORRESPONDENCE SHOULD BE DECLINING BY 1980, AND BY 1990, MÓST RECORD-HANDLING WILL BE ELECTRONIC." BUSINESSWEEK, 1975 PORTFOLIO MANAGEMENT APPS FOR MOBILE/TABLETS PLUS THOUSANDS OF GENERAL FINANCE APPS TABLET SALES OVERTAKE PCs 2013 SHIPMENTS 2017 (PREDICTED) 16.9% 24.8% 41.9% 56% 27.1% THE OSBORNE 1 WAS THE FIRST COMMERCIALLY SUCCESSFUL PORTABLE MICROCOMPUTER, RELEASED ON APRIL 3, 1981 33.3% DESKTOPS LAPTOPS I TABLETS 340,213 300,520,098 US CELLPHONE SUBSCRIBERS IN 1985 US CELLPHONE SUBSCRIBERS IN 2010 SEE HOW KURTOSYS MAKES FUND MARKETING EFFICIENT, INTERACTIVE AND BEAUTIFUL AT WWW.KURTOSYS.COM/FUNDMARKETING Surces: https://www.fpsb.org | http://en.wikipedia.org | http://www.pcpro.co.uk | http://appcrawir.com http://www.ici.org | http://www.infoplease.com | http://www.businessweek.com KURTOSYS