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• Making the transition to managed accounts

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  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 mod…

• Managing change

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  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.

• Praemium's platform momentum continues

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  Praemium has jumped into the top three position in the 2020 Investment Trends Platform Benchmarking & Competitive Analysis Report. Following a debut ranking of top four in 2019, Praemium’s score made…

• Did Siri Just Get Smarter?

  /investment-leaders-newsletter-july-2024/did-siri-just-get-smarter/

• Praemium’s offer to acquire Powerwrap

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  Praemium has announced a takeover offer for Australian wealth management platform Powerwrap.

• What managed account firms are doing differently that is driving such success.

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  Against a challenging backdrop firms using managed accounts are thriving. Praemium's latest research on advice practices identifies some of the things these firms are doing differently to drive succes…

• Bridging platform gap

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  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…

• In the now: the great wealth transfer has begun

  /praemium-advice-leaders-newsletters-september-2024/in-the-now-the-great-wealth-transfer-has-begun/

• In the now: the great wealth transfer has begun

  /investment-leaders-newsletter-september-2024/praemium-advice-leaders-newsletters-september-2024in-the-now-the-great-wealth-transfer-has-begun/

• Rise of the validator highlights advice gap for Australia’s High-Net-Worth Investors

  /news-insights/rise-of-the-validator-highlights-advice-gap-for-australia-s-high-net-worth-investors/

  Australia’s High Net-Worth investors (HNWs) have many unmet advice needs, yet rising numbers of them are not seeking advice from financial advisers, preferring to go it alone or only use advisers to v…