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PRAEMIUM
People & Products
HUB24’s head of strategic sales, Shane Muscat, will join Praemium in the same role; while Dale Wright has been added to the southern region sales team....
Funds management
Exposure to the three leading wealth platform stocks has helped the Pengana Emerging Companies fund so far this year as smaller players outpace traditional bank-owned pla...
Funds management
Praemium has reported record growth in funds under advice to $34.3 billion for the half-year ending 31 December 2020. ...
People & Products
Anthony Wamsteker has been appointed as a non-executive director, while another non-executive director is being forced to step down due to an administrative error....
Financial planning
Onboarding time has been reduced, as well as the need for double entry of client information in statements of advice....
Financial planning
Praemium has taken control of the wealth management platform, following it’s off-market transfer which will be 100% completed by November....
Funds management
Praemium has reported a 42% increase in pre-tax profit from $5.4 million a year ago to $7.7 million in the FY2020 but a client transition meant funds under administration...
Funds management
US-based fund manager, GQG Partners, has announced it has been awarded a $20 million allocation from boutique investment advisory firm PlayfairTan to its global equity st...
Financial planning
Praemium has moved to acquire PowerWrap to create one of Australia’s largest independent specialist platform providers....
People & Products
Wealth manager JBWere has extended its virtual managed accounts agreement with Praemium for another two years. ...
Funds management
Lonsec has announced it has partnered with BT Financial Group and its full managed portfolio offering is now available on BT Panorama platform. ...
Funds management
Praemium has announced the addition of the Australian Ethical Australian Shares portfolio to its separately managed accounts and introduced a new ESG screening platform f...
Financial planning
The latest Investment Trends research suggests the days of the big banks dominating and leading the platform space have come to an end....
Financial planning
Australian platform provider, Praemium has reported a positive momentum during H1 2019, underpinned by a significant 122% growth in net profit after tax....
Funds management
DNR Capital has announced that its Australian Emerging Companies Fund has been added to six new platforms....
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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...