Analisi e consulenza finanziaria indipendente

info@consultique.com
Tel 045 8012298

Our scenario

A market analysis between the main financial countries showed that fee only financial advisory represents the only benchmark that millions of investors need to take part in the complexity of financial markets.

In particular, in the Us market, according to the last CFP Board of Standards research (the most important world organization in the sector), fee only financial advisors represent the professional group that, at least half of Us investors needs.

In Europe, the one professional group has started since several years and, after a hard and complex work, fee only financial advisors are regularly recognized as professional (we refer in particular to 2007/39/CE Directive, MIFID).

In Italy, actually we are seeing a fast increase in interest for all regarding fee only financial advisory (that is all activities generated without interest conflict, that usually come in the sale of financial products), that in the short term will be institutionalized by a National Professional Register.

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