Financial Planning and Investment Advice - IBISWorld Industry Market Research

Financial Planning and Investment Advice

Financial Planning and Investment Advice - IBISWorld Industry Market Research
Financial Planning and Investment Advice
Published Oct 24, 2012
38 pages — Published Oct 24, 2012
Price US$ 970.00  |  Buy this Report Now

About This Report


The Financial Planning and Investment Advice industry is on the cusp of fundamental change. FOFA - Future of Financial Advice legislation - has plagued the industry with uncertainty. Following a swathe of advisory firm disasters, the government has announced an overhaul of the industry, addressing issues of conflicts of interest, transparency and duty to clients. The industry initially fought the impending new regulation, but has now largely accepted the changes, and many firms are making changes to their business models. A number of the larger dealer groups are already moving towards a fee-for-service based remuneration model, while distancing themselves from commissions.

Establishments in this industry provide financial planning and advice to clients.

The report covers the scope, size, disposition and growth of the industry including the key sensitivities and success factors. Also included are five year industry forecast, growth rates and an analysis of the industry key players and their market shares.

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IBISWorld Industry Market Research—IBISWorld is a leading strategic business information provider that offers comprehensive information on more than 700 US industries covering 4,000 individual product segments. They also provide global industry and industry risk rating reports covering Australia, the United Kingdom and China. IBISWorld data offers detailed analysis on growth trends, the competitive environment and key issues. Reports average 30 to 40 pages and contain figures; market characteristics; product, market and service segmentation; industry conditions, current and historical performance analysis; risk scores; industry participants and market share; factors to success; and 5-year forecasts with forecast analysis.

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IBISWorld Industry Market Research. "Financial Planning and Investment Advice" Oct 24, 2012. Alacra Store. Jun 21, 2018. <>
IBISWorld Industry Market Research. (2012). Financial Planning and Investment Advice Oct 24, 2012. New York, NY: Alacra Store. Retrieved Jun 21, 2018 from <>
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