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

Financial advice stands one step from the summit

Financial advice stands one step from the summit

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 […]

by June 4, 2020 0 comments Advice, Advisers, Profession
Down markets revive asset-fee argument

Down markets revive asset-fee argument

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 […]

by May 5, 2020 0 comments Advice, Advisers
The art of low-cost active investing

The art of low-cost active investing

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 […]

by February 24, 2020 0 comments Advice, Advisers, Superannuation
Why the FASEA standards will be worth the disruption

Why the FASEA standards will be worth the disruption

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 […]

by February 20, 2020 0 comments Advisers, Legislation
Make clients aware of the Code of Ethics

Make clients aware of the Code of Ethics

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 […]

by January 28, 2020 0 comments Advice
This may be the quickest way to win back trust in financial advice

This may be the quickest way to win back trust in financial advice

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 […]

by January 13, 2020 0 comments Advice, Advisers, Research
Ten epic charts that define advice in 2019

Ten epic charts that define advice in 2019

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 […]

The pointy end of professionalism

The pointy end of professionalism

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 […]

by November 21, 2019 0 comments Profession
Can deconstructing advice improve the client experience?

Can deconstructing advice improve the client experience?

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 […]

by November 12, 2019 0 comments Advice, Practice
Value trumps all in client stakes: research

Value trumps all in client stakes: research

One of the hardest things for some financial advisers to do, it seems, is to explain simply and clearly to a client, whether existing or prospective, exactly why financial advice […]

by November 12, 2019 0 comments Advice, Advisers, Research