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PRAEMIUM
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....
Financial planning
Platforms are seeing strong growth of products themed around ESG with assets in those funds outpacing those in non-ESG options, Money Management data has found....
Financial planning
Total net inflows onto the Praemium platform have risen 82% in the March quarter....
Financial planning
Praemium has posted a 43% jump in its funds under advice in its half yearly earnings results while reporting a net loss after tax of $2.6 million....
Features
Managed accounts have come a long way in the two decades that they have been growing in Australia, Liam Cormican writes, but the only thing holding them back is their com...
Funds management
The firm has reported $4.9 billion in annual inflows in calendar year 2021, 87% higher than the previous year....
Funds management
Praemium has sold its international operations in the United Kingdom, Jersey, Hong Kong and Dubai to Morningstar for $65.1 million....
Financial planning
There is a reluctance from high net worth Australian investors to use investment advisers and an unmet advice gap in inheritance and estate planning, and strategies to re...
People & Products
Monochrome Bitcoin Fund has been approved by the wealth management platform for its private wealth clients....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...