Abstract
Overview
Introduction
This report assesses the issues that are arising from the aging of the
financial advisor community. The industry is failing in its efforts to attract
new, young talent and without this the question for providers is what will
happen to advisors' businesses as they approach retirement. This survey aims
to reveal the future plans of advisors and how they are planning for the
future of their business
Scope
- Survey conducted among 102 financial advisors revealing their views on a
variety of investment choices
- Analyses the position of various age groups within the industry, explores
growth potential, and gauges advisor opinion toward various product areas
- Covers the prominent issues affecting the financial advice market,
discusses key current issues and a range of advisor opinions across age groups
Report Highlights
This report looks at the changing structure of the financial advisor market
and how advisors of different ages are adjusting to changes in products,
regulation and technology. It also examines the future for aging firms of
advisors.
For all advisors, confusing regulation is regarded as the biggest current
challenge within the financial advice market, with 66% of all survey
participants selecting it as one of their top three biggest challenges.
Attitudes towards the challenges faced by financial advisors differ widely
between age groups, despite being linked by a general consensus that confusing
regulation is the largest challenge faced by the community. The younger age
groups appear more concerned with issues directly affecting the future of the
industry, such as technological change.
Reasons to Purchase
- Identify market opportunities by discovering which product areas IFAs see
as having the greatest potential
- Identify the main client groups, as well as the most popular products and
life providers in the eyes of financial advisors
- Gain direct insight into the fears, concerns, and attitudes of financial
advisors and their predictions for the future of the industry
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