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Obtaining consent for OFAs

09/03/2021 - Feature Articles
Under the Financial Sector Reform Bill (Hayne Royal Commission Response No. 2) introduced into Parliament in December last year, financial services providers that receive fees under an ongoing fee arrangement (OFA) must now provide clients with a document each year that outlines the fees they will be charged and the services they will be entitled to in the following 12 months.
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CEO Update

14/12/2020 - Praemium In The News
Praemium's CEO Michael Ohanessian reflects on 2020, how Praemium has performed and plans for 2021.
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A look back at 2020 and what's in store for 2021

10/12/2020 - Product News
While 2020 might be remembered as a year of many challenges and obstacles, at Praemium we took the opportunity to forge ahead and invest further in improving the client experience and we're not slowing down in 2021!
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Praemium summer podcast listening

09/12/2020 - Podcasts
Get your summer podcast list ready! Gain some great insights and learn practical strategies to apply to your business. From creating an investment philosophy, managed accounts to managing change and more. You'll be armed with the knowledge to set yourself up for a successful 2021.
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Establishing an effective investment philosophy

19/11/2020 - Podcasts
Praemium’s Head of Investment Managers & Governance Damian Cilmi hosts a discussion on establishing an effective investment philosophy with Activus Investment Advisors’ Founder Robert Talevski and Praemium’s Head of Distribution Martin Morris.
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Praemium integrates with Xplan

18/11/2020 - Press Releases
Praemium has today announced it has integrated with Iress to make it easy for advisers to seamlessly initiate new Praemium applications from within Xplan.
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Platform usage masking adviser aspirations

09/11/2020 - Press Releases
Recent research, commissioned by Praemium with leading research firm Investment Trends, indicates that almost a quarter of clients’ portfolios are managed off-platform with advisers also using an increasing number of platforms to manage their clients’ wealth.
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As industry fragments, advisers seek holistic solutions

09/11/2020 - Praemium In The News
CEO Michael Ohanessian talks to the Australian Financial Review about the advice and platform landscape
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Bridging the platform gap webinar

29/10/2020 - Podcasts
Praemium's CCO Mat Walker talks through the latest research on how advisers are managing their clients' assets on and off-platform and the rationale behind advisers' increasing platform usage.
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Managing change for a managed account transition

14/10/2020 - Podcasts
In this webinar, Martin Morris discusses how to effectively manage change and allow for a successful transition to managed accounts.
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