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.
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Enhancing the advice value chain
Praemium's CCO Mat Walker outlines 5 key factors to enhance the advice value chain to create sustainable business models that are focused on delivering high-quality, cost-effective and scalable advice.
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CEO Update
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
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
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
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
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
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
CEO Michael Ohanessian talks to the Australian Financial Review about the advice and platform landscape
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Bridging the platform gap webinar
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
In this webinar, Martin Morris discusses how to effectively manage change and allow for a successful transition to managed accounts.
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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.
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