Simon Hoyle, Author at Professional Planner

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

Professional Standards

The speed of reform: through the client lens

The desired pace of change in the wealth management and advice industry differs dramatically between professionals and their clients, new research shows.

Simon HoyleMarch 22, 2019

Professional Standards

The truth about trust

To understand what the community expects of financial advisers, it's important to establish what key elements make up a trustful relationship.

Simon HoyleFebruary 7, 2019

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Simon Hoyle

On Practice

Value trumps all in client stakes: research

Licensees

What advisers really think of their licensee

Opinion

Blueprint: A new model for advice

Industry

Consumers take a shine to self-licensed advisers

Industry

The advice industry’s supply-side problem

Opinion

Literacy could be dangerous in the hands of industry

Professional Standards

The speed of reform: through the client lens

Professional Standards

The truth about trust

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