Posts in wealth management
Q&A – Tom Seel Reviews Investigate Data Quality Software Tool

Tom Seel is the product lead at QMV and has been involved with Investigate since its inception. He is passionate about data and data-centric projects having been involved in numerous data migration and data remediation projects throughout the superannuation industry.  

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The Hayne Super. Recommendations

The Hayne Royal Commission’s superannuation related recommendations are first and foremost focused on promoting changes to the ways in which superannuation trustees deal with conflicts of interest and raising the standard of care which trustees adopt in managing members retirement savings. It is unsurprising that these two themes are often considered to fuse together in the form a fiduciary's best interest duty.

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Royal Commission: Are Solutions Harder Than Grasping At A Column Of Smoke?

While the Royal Commission spotlight has focused heavily on the major banks, the non-bank owned mass of the superannuation industry must also adjust to the climate of change with a resolve for improvement.

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Take Control To Restore Public Trust In Financial Services

The risks of managing other people's money have been laid bare over the course of the ongoing Royal Commission into Misconduct in the Banking, Superannuation and Financial Services. Taking a closer look at the internal control environment is a sensible place to start rebuilding trust.

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Rebuilding Trust In Financial Services

The path to rebuilding trust with Australians starts now for leaders in the Australian financial services industry. The shift from rhetoric to solutions needs to be swift. In his 2015 book looking back at the global financial crisis title Other People’s Money, Financial Times journalist John Kay quoted American writer Upton Sinclair, to the effect that: “It is difficult to get a man to understand something, when his salary depends on his not understanding it.”

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QMV Relocates To New Sydney Office

QMV has moved into new Sydney offices situated on Clarence Street. Our permanent base in Sydney is fast approaching twelve months and we sincerely thank QMV's valued clients and friends for their backing. 

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QMV Expands Sydney Office Appointing New Principal Consultant Wendy Colaço

QMV has appointed Wendy Colaço as principal consultant to lead QMV's Sydney office and provide consulting services to QMV clients. Wendy is a highly driven and energetic professional who joins the team at a period of significant growth.

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Move Over Alpha: The Impact Of The Rise Of Smart Beta, Passive Investing And ETFs On Retirement savings

Investment performance might ebb and flow like the tide, but fees are as certain as death and taxes. This truth – enabled by advances in data processing – has underpinned the rise of cheaper ways of investing over the past decade.

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ASFA Conference 2017 - The Underlying Truth

The underlying truth of ASFA 2017 was that if your data quality is not there, there is nothing a superannuation fund, insurer, bank or any company can do with any degree of success or comfort that it is fail proof (be that decision making, innovation, transformation or just good governance).

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Data Driven Member Engagement, Member Profiling And The Power Of Persuasive Nudging

I really enjoyed the opportunity to speak at ASFA’s Spotlight on Member Engagement Forum held this week in Sydney. My task was to discuss how trustee approaches to member engagement would be influenced by the rise of

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Fair And Sustainable - The Government's 2017 Superannuation Changes Explained

The Federal Government announced a number of significant superannuation reforms in the 2016 Federal Budget in an attempt improve the integrity...

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