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
Simon Hoyle
Simon Hoyle is head of market insight for CoreData Research.
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Young and old: FASEA’s great divide
As the FASEA reveal draws nearer, the intentions of advisers and just which groups in the industry will be affected the most are becoming clear.
Simon HoyleNovember 9, 2018
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
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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
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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
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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
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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