Advice
Take a hard line on ethics
If advisers want to repair the industry's public image, they will need to make an honest assessment of their own ethics in practice and take responsibility for raising the bar.
Simon HoyleNovember 5, 2018
Simon Hoyle
Simon Hoyle is head of market insight for CoreData Research.
Featured Homepage Posts
Taming the misconduct within
Individuals' perceptions of their own brilliance and beliefs about ethics create obvious risks but still don't have as much impact on decision-making as organisational culture.
Simon HoyleOctober 19, 2018
Featured Homepage Posts
Who’s on board? Education and the new world order
The ride to professionalism requires getting the right people involved and leaving the rest. Those who don’t want to make the trip are better off exiting before they’re pushed.
Simon HoyleSeptember 3, 2018
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
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