PRAEMIUM
People & Products
Former Praemium chief distribution officer, Martin Morris, has found a new role at Sequoia Financial Group, among three senior appointments made by the firm. ...
Financial planning
Industry experts have shared a snapshot of what an AI-enabled advice industry could look like in the coming years when it comes to productivity, investments and the platf...
Financial planning
Inflows to Praemium have decreased from almost $3 billion to $1.3 billion in the FY22–23 although positive market movements still helped the firm see a rise in funds unde...
People & Products
EXCLUSIVE Six months into the role, Praemium’s chief strategy officer, Denis Orrock, has explained how he is positioning the platform technology company for growth....
People & Products
Martin Morris, chief distribution officer at Praemium, has departed the firm after seven years. ...
People & Products
The investment platform has appointed Richard Large as chief technology officer, a former CTO at Australia’s $250 billion sovereign wealth fund. ...
Financial planning
MLC Life Insurance and Praemium have signed MOU’s to collaborate on Iress’ Connectivity Network....
Financial planning
One adviser may not be the best option for two generations, particularly if the parents are wholesale investors and the children are retail clients....
Financial planning
Inheritance and estate planning remains the top unmet advice need for HNW investors, according to Praemium, with less than a quarter of those who expect to receive an inh...
Financial planning
Praemium has detailed the reasons why it decided to exit its International business, which was sold to Morningstar in June for $62 million....
People & Products
Quarterly net inflows at Praemium increased 115% in the September quarter to $659 million after a difficult prior quarter....
Financial planning
Negative market movements led to a 53% decline in quarterly net inflows for Praemium in the June quarter....
Financial planning
Advice practices using managed accounts are achieving significant profit gains compared to their non-using peers, according to research from Praemium....
Financial planning
Targeting new demographics and trends as well as centralising technology solutions is on the cards for platforms over the next few years, according to some of the largest...
Features
With the Australian wealth management platform industry surpassing $1 trillion in assets under administration, Liam Cormican unpacks the factors leading to growth....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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...