Industry
10 epic charts that define advice in 2019
From adviser migration to licensee satisfaction, BoJo and Trump to foxes and oxen, CoreData's Simon Hoyle paints a picture of 2019 in ten simple charts.
Simon HoyleDecember 18, 2019
Simon Hoyle
Simon Hoyle is head of market insight for CoreData Research.
Professional Standards
The pointy end of professionalism
On the eve of the FPA Congress, former Professional Planner editor Simon Hoyle attends a gathering with a group of truly independent advice practice principals and reflects on the advice industry’s plight.
Simon HoyleNovember 21, 2019
On Practice
Value trumps all in client stakes: research
Whether or not clients perceive they are getting value underpins the decisions relating to whether they join or leave a financial adviser, which is why explaining value is so important Simon Hoyle writes.
Simon HoyleOctober 24, 2019
Licensees
What advisers really think of their licensee
A revealing answer to the question 'What would a licensee need to do for you to switch?' gave an interesting insight into advisers' hearts and mind.
Simon HoyleSeptember 27, 2019
Opinion
Blueprint: A new model for advice
Advice is less about increasing a client's wealth and more about helping individuals or families achieving what really matters to them. Simon Hoyle outlines a new blueprint for what the future advice client and business model might look like.
Simon HoyleAugust 29, 2019
Industry
Consumers take a shine to self-licensed advisers
People seeking advice can discern whether an adviser is self-licensed and are showing a preference for that business model, according to CoreData's Simon Hoyle.
Simon HoyleJuly 3, 2019
Industry
The advice industry’s supply-side problem
New education standards and a recent cut-off for new entrants into the industry means there are fewer advisers, which in turn is making it difficult for businesses to fulfil their growth ambitions.
Simon HoyleMay 31, 2019
Opinion
Literacy could be dangerous in the hands of industry
The failure of programs delivered by those with a vested interest might be contributing to declining financial literacy, which consumers are aware makes them vulnerable.
Simon HoyleMay 1, 2019