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

Protecting true financial advisers a central part of the new regime

Protecting true financial advisers a central part of the new regime

Financial advisers are a mightily exclusive group, and should be treasured as such. We all know the new standards that existing financial advisers must meet if they want to stay […]

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Licensees fishing in a dwindling pond of advisers

Speak to most licensees today and they’ll explain how their growth strategy for the coming 12 months includes (if it’s not entirely dependent on) recruiting new advisers and advice practices. […]

by February 19, 2021 1 comment Advice, APAC, Current events, Global, Licensees
Mapping the pain in the PI market

Mapping the pain in the PI market

In January the Australian Securities and Investments Commission responded to questions on notice during a Parliamentary Joint Committee on Corporations and Financial Services hearing about ructions in the professional indemnity insurance […]

These are the forces that will shape the advice industry in 2021

These are the forces that will shape the advice industry in 2021

Against a backdrop of the COVID-19 pandemic, economic uncertainty and the inexorable advance of regulatory reforms, we think there are five major forces that will shape financial advice in 2021, […]

by January 28, 2021 1 comment Advice, APAC, Global, Industry, Insights, Profession
‘Advice Dividend’ puts numbers on the value of advice

‘Advice Dividend’ puts numbers on the value of advice

Earlier this year IOOF commissioned CoreData Research on a project designed to really get to grips with how clients of financial advisers experience advice and their perceptions of its benefits.

Advice firm size not an automatic barrier to improving efficiency

Advice firm size not an automatic barrier to improving efficiency

In CoreData’s Q4 2020 Adviser Pulse Check Survey we asked advisers to tell us approximately how long it takes to produce a simple statement of advice, a comprehensive statement of […]

by December 11, 2020 1 comment Advice, APAC, Global, Insights, Practice
Here are two indicators that the future for advice is getting brighter

Here are two indicators that the future for advice is getting brighter

Describing 2020 as a difficult year is like describing Donald Trump as an unusual President. The stresses placed on advisers and advice businesses have been profound in many cases, and […]

by December 8, 2020 0 comments Advice, APAC, Global, Industry, Insights
Trust in financial advice returning as the darkest days recede

Trust in financial advice returning as the darkest days recede

It seems like a long time ago now, but the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry was a landmark event for financial advice. Public […]

by November 27, 2020 1 comment Advice, APAC, Consumers/retail, Global, Industry, Insights
The opportunity for advisers whose offer can meet the need

The opportunity for advisers whose offer can meet the need

The COVID-19 global pandemic has prompted a rethink of the value of advice, as an increasing number of individuals and households find themselves under financial pressure. But the individuals believe […]

by November 17, 2020 1 comment Advice, APAC, Global, Insights
Licensees grapple with how to keep advisers feeling valued

Licensees grapple with how to keep advisers feeling valued

There are still a few weeks left in 2020, but it’s safe to say already that this year has been one of the most challenging in living memory. As if […]

by November 13, 2020 0 comments Advice, APAC, Global, Licensees, Practice