Articles by: Simon Hoyle
Most financial advisers know well by now that two of the most important ways of attracting new clients and retaining the clients they have is to generate referrals and to […]
At an altitude of almost 8800 metres, and just 50 metres below the summit of Mt Everest, there was a small but technically challenging section which came to be known […]
It’s often said that clients of financial advisers should be allowed to choose for themselves how they pay for advice. The client-choice argument is often advanced in support of asset-based […]
The Financial Planning Association of Australia publication Money & Life invited a panel of industry professionals to discuss their thoughts on low-cost active investing, including how to better engage with clients […]
On January 1 last year the financial advice industry entered a new era when the first of a set of new education, professional and ethical standards came into force. Between […]
The financial planning industry routinely makes sense for its clients out of complex, convoluted and arcane taxation, social security and superannuation legislation. Adopting a new, industry-wide code of ethics for […]
New research by CoreData has found that financial advisers would be trusted more if consumers knew more about new education, professional and ethical standards coming into play in the next […]
From adviser migration to licensee satisfaction, BoJo and Trump to foxes and oxen, 2019 had highs and lows that through the highs and lows of a year in the industry […]
In November in Canberra, the Profession of Independent Financial Advisers (PIFA) held its 2019 symposium, attended by the principals of around 30 financial advice firms that conform to the Corporations Act Section […]
A wall running the length of the Kearney Group boardroom in the Melbourne suburb of Abbotsford is adorned with a deconstruction of the financial advice process, its multiple steps and […]
Delivering an exceptional advice experience in a COVID-19 world 
Pandemic reveals the essential work of financial advisers 
Why home ownership is the fourth pillar of retirement income policy 
Financial advice and the death of trust 
Why improving financial literacy could open the door to advice 
There are three pillars to Australia’s retirement income policy: the age pension, compulsory super, and voluntary retirement savings. The current review is also considering home ownership as an important part […]
In 2019 financial advisers across the country sent a clear message to their licensees: support us, help us through the changes that are buffeting our industry, our businesses and our […]
Here’s the problem with creating trust benchmarks for financial planning: It’s tricky. It’s tricky because trust is a complex psychological construct; it’s tricky because trust is uniquely personal; and it’s […]
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