simon.hoyle@coredata.com.au' Articles by: Simon Hoyle

Licensee growth in a time of shrinking adviser numbers

Licensee growth in a time of shrinking adviser numbers

It’s common knowledge that the number of financial advisers in Australia has been in decline since the end of 2018. A combination of natural attrition and regulatory change driving out […]

by September 28, 2021 0 comments Advice, Licensees
Licensees’ attention turns to data in the quest for advice practice efficiency

Licensees’ attention turns to data in the quest for advice practice efficiency

GPS Wealth has a strong track record in the Licensee of the Year stakes, as a multiple winner of both its respective licensee category (previously independently owned, now Top Tier) […]

by September 17, 2021 0 comments Advice, APAC, Licensees
Guide, Human Hand, Running, Leadership, Illustration

ASIC’s guide to being good

Every year the Australian Securities and Investments Commission (ASIC) releases its corporate plan, looking ahead five years and giving us an insight into which rocks it will be looking under […]

by September 2, 2021 0 comments Advice, APAC, Consumers/retail
The repricing of advice is on – and consumers haven’t blinked

The repricing of advice is on – and consumers haven’t blinked

If a career in financial services doesn’t work out for Paul Barrett then he could seemingly make a decent living as a chippie: he’s hit the nail on the head […]

by August 2, 2021 0 comments Advice, APAC, Consumers/retail
The wide and varying experience of advisers sitting the industry exam

The wide and varying experience of advisers sitting the industry exam

It turns out that stockbrokers might not be as bad at ethics and incompetent at basic financial advice as they would have us believe. Claimed exam failure rates of as high as […]

by April 9, 2021 0 comments Advice, APAC, Global, In the news, Insights
The value of a licensee: Have your say

The value of a licensee: Have your say

There’s probably never been a more important time for financial advisers to truly believe that their chosen licensee is a genuine partner to them in running their business and servicing […]

When it comes to licensees, is smaller better?

When it comes to licensees, is smaller better?

We call it the “advice diaspora”. It’s the observed phenomenon of financial advisers driven from institutionally owned licensees by market, regulatory and other forces, and finding homes with smaller licensees. […]

by March 19, 2021 0 comments Advice, APAC, Global, Licensees
Image: Peshkova via Shutterstock

CoreData’s 2021 Licensee Research is now open

You’re invited to take part in this annual industry-standard financial advice research project to share your views and opinions about the quality and performance of your licensee. The CoreData Licensee […]

What do the best licensees all have in common?

What do the best licensees all have in common?

What do GPS Wealth, Affinia, Lifespan, Sentry, Matrix and RI Advice have in common? Let me stop you there – the answer we’re looking for is: “They were all finalists […]

by March 9, 2021 0 comments Advice, APAC, Global, Insights, Licensees
Why Australians think financial advice is becoming more useful

Why Australians think financial advice is becoming more useful

An understanding of the benefits of financial advice seems to be gaining ground, with CoreData’s latest Trust in Financial Services research finding a majority of Australians believe financial advice is […]

by February 26, 2021 0 comments Advice, APAC, Consumers/retail, Global, Insights