The purpose of this report is to provide readers with an initial understanding of the future of the brokerage, investments, private banking, & wealth management industries in the other English speaking countries markets, specifically the United Kingdom & Ireland, Canada, Australia & New Zealand, and South Africa, which often provide the initial entry point for the international strategies of many US financial services firms. In short, this report defines the future of advice in these markets and compares these findings to those of the United States in order to provide readers with some perspective. Many of the English speaking countries markets have trends parallel to those in the US, but also many have fundamental market differences.