qoa

Financial planning

TAA warns of ‘back to the future’ return to vertical integration

The Advisers Association believes Australia runs the risk of a “back to the future” scenario that served it poorly in the past unless guardrails are put in place on non-r...

People & Products

DASH plans ‘holy grail’ of adviser technology

DASH chief executive, Andrew Whelan, has shared his plans for improving advice technology as the company secures venture funding capital. ...

Editorial

The state of financial wellbeing in Australia

Amid inflation, interest hikes, and changes to superannuation, financial capability remains at the forefront of conversations, though many are concerned about Australians...

People & Products

‘Industry needs to get smarter faster’: Capital Preferences

Technology and research firm Capital Preferences is launching a program in Australia with several advice firms to uncover the risk preferences of their clients and how th...

Financial planning

Booming UK advice market leaving Aussies in the dust

Technology has been instrumental in the significant growth of financial advice in the UK over the last decade and a major UK player is eager to transform the local advice...

Financial planning

The case for the human element in advice: Vanguard

Having a human adviser could increase a client’s mental wellbeing by over 50%, a recent Vanguard survey has found, along with adding portfolio and financial value....

Editorial

Levy’s QOA Review: The hits and misses

Around a year in the making, the Quality of Advice Review continues to divide an industry looking for meaningful reform. ...

Financial planning

Advice industry welcomes ‘reset’ from QOA Review

Recommendations like the removal of SOA requirements and embracing digital advice have been strongly endorsed by industry groups, who state this is ‘the time for bravery’...

Editorial

A report worth waiting for

After seven weeks of waiting, the final report of the Quality of Advice Review was released in early February, prompting eager reading by the advice industry....

Financial planning

What does Australia’s average adviser look like?

Data from the QOA’s adviser survey, used to inform the review, has revealed a snapshot of Australia’s adviser landscape, their views and the shape of their businesses. ...

Financial planning

QOA proposes new best interests duty for financial advisers

The long-awaited recommendations of the Quality of Advice Review include replacing the existing best interest duty with a 'true fiduciary' alternative. ...

Financial planning

No need for SOA unless requested: Levy

In a move likely to be welcomed by advisers, Michelle Levy has stayed the course to do away with Statement of Advice requirements....

Superannuation

QOA review moves to empower super funds

Superannuation trustees should be permitted to provide personal advice to members, according to recommendations handed down under the final report of the Quality of Advic...