Industry
How the best financial planning businesses will prosper
Here is your chance to participate in CoreData research that will show what the ideal advice firms are doing to succeed amid rapid change.
Simon HoyleAugust 13, 2018
Simon Hoyle
Simon Hoyle is head of market insight for CoreData Research.
Featured Homepage Posts
The AFSL dating game
Advisers need to be careful to find an AFSL that's a good fit - and licensees need to exercise caution, too. Recent industry events have put the entire process under time pressure.
Simon HoyleJuly 30, 2018
Featured Homepage Posts
What if the advice industry were already a profession?
Issues that arose during the royal commission public hearings might have been treated differently had a profession, as defined here, existed at the time.
Simon HoyleJune 19, 2018
Education
FASEA’s code of ethics: bedrock of a profession
As the royal commission shifts its focus to financial advice, the question of ethical behaviour – and its link to trust – has become more relevant than ever.
Simon HoyleApril 5, 2018
Licensees
In your best interests: the case for super association mergers
The time is ripe to question whether some of the financial services industry associations should merge.
Simon HoyleMarch 14, 2018
Analysis
It’s a matter of survival
If your clients are happy, you may wonder what professionalising the industry has to do with you. Simon Hoyle has a few final thoughts on the subject.
Simon HoyleFebruary 2, 2018
Professional Standards
Simon Hoyle signs off
After 10 years, Professional Planner's longest-standing editor pens his final column, on how the industry is now on the path to professionalism. But there's still work to be done.
Simon HoyleFebruary 2, 2018
Analysis
Conspiracy theories distract from the real issues
The crazy ideas some in the industry are bandying about to explain the incoming education standards aren’t just annoying, they do real damage.
Simon HoyleJanuary 25, 2018