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HNW investors embracing endowment-aligned strategies.

23/01/2024 - Feature Articles

Praemium's Chief Operating Officer James Edmonds, discusses how HNW investment strategies are becoming increasingly aligned with the asset allocations implemented by institutional asset owners. And this shift is not just about returns; but a deliberate move towards diversified portfolios, sustainability, and preserving intergenerational legacies—a convergence that’s reshaping the landscape of modern wealth management.

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Bridging the platform gap

30/09/2020 - Feature Articles
The digitalisation of advice and the advent of new technology providers is giving advisers a breadth of tech solutions to improve business and client engagement processes. But is it a case of less is more.
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Managing change in a managed accounts transition

16/09/2020 - Feature Articles
Starting the transition to managed accounts can seem like a daunting experience. We outline 6 steps for managing change that can help make the journey a smooth one.
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A managed account for all market conditions

10/08/2020 - Feature Articles
The business efficiency and client engagement advantages of managed accounts have long been espoused; however, recent months have highlighted another very important benefit of managed accounts - the ability to respond quickly to volatile markets.
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Harnessing the power of data

06/08/2020 - Feature Articles
The value of data for financial practices is increasing. We look at steps advisers can take to leverage data for client engagement and business insights and the future trends for data in financial services.
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Busting myths of managed accounts & client size

17/07/2020 - Feature Articles
Many advisers believe managed accounts aren't suitable for clients with low balance portfolios. We look at the reasons behind this and if there's any truth to them.
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Delivering a digital advice service

27/03/2020 - Feature Articles
The current turbulent times have abruptly pushed most advice practices to working from home. As many navigate what this means for their day-to-day administration, technology and staff management, the biggest challenge is maintaining high levels of service. Clients are looking for constant communication and reassurance, and they need this exceptional service delivered 100% remotely. Thankfully, technology is at a stage where all of this is very possible and offers the potential for some positive long-term changes that will benefit your business long after the presence of COVID-19 has dissipated.
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Growth in ESG investment, an opportunity for advisers

02/03/2020 - Feature Articles
Following a summer of catastrophic natural disasters, climate change and humankind’s impact on the environment has become a daily headline topic. Whilst the adoption of ethical investment solutions has been on the rise over the past decade, the intensified media coverage has prompted more Australians to look for ways to lessen their environmental footprint, including how their investments may be contributing to these events.
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Assessing the impact your business model & technology partner has on profit

10/09/2019 - Feature Articles
Constant demands on advisers time all have the ability to impact business profitability and success. We look at some of the factors that can impact a planning practice’s business model and outline why platform choice will be more of a strategic decision in the future, rather than just a business transaction.
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Making a successful transition to managed accounts

05/09/2019 - Feature Articles
If you have identified the benefits of managed accounts and are considering them as a solution for your business, you will need to plan and manage the changes required to implement this new advice model. In our experience, businesses that are most successful in making the transition have embraced managed accounts and the technology that supports them as a strategic solution for their whole practice.
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Key considerations for choosing a platform partner

01/09/2019 - Feature Articles
Understanding the differences between platforms and how they can assist in supporting planning practices with client engagement, risk management and business efficiency is increasingly important. Platform selection shouldn't just be a financial transaction but rather a strategic decision to find the right technology partner to support your business, potentially for the next decade and beyond.
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