Praemium scores new client
Newly launched investment advisory firm Evans & Partners has selected Praemium to provide it with front and back-office support services.
Based in Melbourne, Evans & Partners is being established by David Evans, the former head of retail and institutional broking at Goldman Sachs JBWere, and will commence operations this Wednesday.
Praemium will supply its market data system p-Desktop and its proprietary online portfolio administration service V-Wrap to the new business.
Evans said the tight integration between the two support systems made Praemium an easy choice, adding that “with the advantage of starting with a clean sheet, we were able to select an IT package that would provide market leading technology, reliability and reporting”.
Recommended for you
As advisers risk losing two-thirds of FUA during the $3.5 trillion wealth transfer, two co-founders underscore why fostering trust with the next generation is vital to retaining intergenerational wealth.
As advisers seek greater insights into FSCP determinations, what are the various options considered by the panel and can a decision be appealed?
Amid the current financial adviser shortage, advice firm Link Wealth is looking to expand its financial literacy program for high school students across the country.
TAL Risk Academy has updated its range of ethics courses to help financial advisers meet their CPD requirements following adviser feedback, including interpreting FSCP determinations.
