Managing change in a managed accounts transition
Starting the transition to managed accounts can seem like a daunting experience. We outline 6 steps for managing change that can help make the journey a smooth one.
Read articleNews & Insights
Get the latest thinking from the experts at Praemium
Subscribe for updates
Keep up to date with the latest articles, technology and product insights from the team at Praemium with our quarterly updates.
Four trends shaping the new world of advice
The landscape of financial advice is ever-changing, throw in a global pandemic and the industry has had to evolve even further. We highlight four key trends we believe will continue to shape the advice industry over the coming years.
Read article
Bridging the platform gap
The digitalisation of advice and the advent of new technology providers is giving advisers a breadth of tech solutions to improve business and client engagement processes. But is it a case of less is more.
Read article
Investment Leaders - Lonsec
Damian Cilmi talks to Lukasz de Pourbaix, Executive Director at Lonsec Investment Solutions about the impact of COVID-19 on investors and different strategies for creating a managed account solution.
Listen now
Praemium Investment Leaders - Lonsec
Praemium's Damian Cilmi talks to Lonsec Investment Solution's CIO Lukasz De Pourbaix in the latest episode of Praemium Investment Leaders.
Listen now
A managed account for all market conditions
The business efficiency and client engagement advantages of managed accounts have long been espoused; however, recent months have highlighted another very important benefit of managed accounts - the ability to respond quickly to volatile markets.
Read article
Harnessing the power of data
The value of data for financial practices is increasing. We look at steps advisers can take to leverage data for client engagement and business insights and the future trends for data in financial services.
Read article
Busting myths of managed accounts & client size
Many advisers believe managed accounts aren't suitable for clients with low balance portfolios. We look at the reasons behind this and if there's any truth to them.
Read article
Praemium announce offer to acquire Powerwrap
Praemium has announced a takeover offer for Australian wealth management platform Powerwrap.
Read article
Praemium PDS update reflects new investment options
Praemium's latest PDS update reflects it wider range of investment options including the launch of term deposits.
Read article
Praemium SuperSMA - Trustee ownership
Praemium's SuperSMA Trustee Diversa has changed ownership.
Read article
Helping align your clients' investments with their values
Damian Cilmi is joined by Australian Ethical and QS Investors to discuss the ESG landscape and how to evaluate and assess ESG strategies.
Listen now
Page 1 of 7
Next Page