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PRAEMIUM
Funds management
Strong adviser engagement has helped Praemium reach $1 billion in inflows on its Spectrum offering, with a deal with Western Australian wealth firm Euroz Hartleys expecte...
Financial planning
Wrapping up the reporting season for the 2024–25 financial year, Money Management rounds up the results of Australia’s listed platforms....
Financial planning
Investment platform Praemium has announced an integration with fund services firm Clearstream’s platform into Praemium Spectrum, expanding advisers’ access to global fund...
Financial planning
Investment platform Praemium has reported strong 2024–25 financial year results, with large increases across a range of business metrics, which it credits to the firm’s s...
Financial planning
Beyond their investment benefits, over a third of advisers say utilising managed accounts solutions has allowed them to take on more clients, according to Praemium. ...
Funds management
Bell Financial Group has announced a 44 per cent decline in half-year net profit after tax but record funds under advice as it transitions into a diverse wealth managemen...
Financial planning
Reviewing the results for FY25, Money Management explores which listed platforms have seen the strongest growth in funds under administration....
Financial planning
Departed advisers from wealth manager Escala Partners has significantly contributed to outflows of $251 million from Powerwrap for Praemium....
Financial planning
Having reset its market focus to high-net-worth advisers, Praemium’s administration solution has been selected by Bell Potter in a deal that increases the platform's fund...
Funds management
With AT1s being phased out, what fixed income alternatives can advisers use to replace these assets and the income they provide to clients?...
Financial planning
Despite the perception that short-term market events shouldn’t affect portfolio decisions, Praemium research finds 60 per cent of advisers have made portfolio changes in ...
Financial planning
With the rise of alternatives, Praemium has found high-net-worth investors are turning to financial advisers for help weighing up the various options. ...
Financial planning
The newly launched high-net-worth offering, Spectrum, has boosted funds under administration at platform Praemium, rising to $62.3 billion....
Financial planning
High-net-worth investors, who are “disenfranchised” with the traditional options available to them, are moving into the non-custodial solutions, with advisers citing clie...
Financial planning
Praemium research has uncovered that less than one in 10 financial advice practices have a formal, documented intergenerational wealth transfer strategy in place....
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...