Home / News & Insights

News & 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.

ifa adviser guide to managed accounts

30/10/2019 - Praemium In The News
ifa magazine have published an adviser's guide to managed accounts with interviews and articles from leading managed account providers, including Praemium's Mat Walker and Martin Morris.
Read the guide

Introducing your clients to managed accounts

05/09/2019 - Feature Articles
If you're interested in transitioning to managed accounts, managing the change with your clients is crucial to a successful transition and to enhanced client relationships.
Read article

Making a successful transition to managed accounts

05/09/2019 - Feature Articles
If you have identified the benefits of managed accounts and are considering them as a solution for your business, you will need to plan and manage the changes required to implement this new advice model. In our experience, businesses that are most successful in making the transition have embraced managed accounts and the technology that supports them as a strategic solution for their whole practice.
Read article

The start of a great relationship

03/09/2019 - Feature Articles
Every adviser is acutely aware of their mounting administration burden. Not only do advisers have to provide good advice, they must show how they have provided it and why. To do this manually for every individual client is an administrative headache that inevitably places a limit on the number of clients an adviser can support successfully.
Read article

Investment Leaders Podcast and Video

29/08/2019 - Product News
Praemium's Damian Cilmi, Head of Investment Managers & Governance, talks to leading investment managers on topics that matter to you and your clients. Delving into investment trends and strategy, market outlooks and more, Damian asks the questions to ensure you are up to date on the latest thinking from some of the world's leading financial minds.
Read article

Sovereign Group partners with Praemium

30/07/2019 - Praemium In The News
International pensions provider Sovereign Group has signed terms with Praemium to offer platform services to its pension scheme members and private clients of Sovereign Wealth.
Read article

Meeting the needs of the globally mobile client

28/07/2019 - Feature Articles
The way people live and work is changing. Today people can be conducting business on a laptop in the Maldives while their children are at school in rural England. According to the UN, 232 million people are currently living and working outside their home country.
Read article

Praemium shortlisted for Innovation Award

18/07/2019 - Praemium In The News
Praemium is a finalist for the Innovator of the Year in the ifa Excellence Awards 2019
Read article

Breaking down the complexities of AMIT

17/07/2019 - Product News
We take a look at the tax regulations around AMIT reporting and the requirements on this, as well as how Praemium deal with this in their reporting.
Read article

Praemium SMA Platform cash rate attractive by industry standards

03/07/2019 - Product News
Financial press coverage is suggesting that some investment platforms are providing investors and their advisers with low or negative interest rates on platform cash. Praemium SMA and SuperSMA continue to deliver an attractive interest rate net of fees despite a reducing RBA rate.
Read article
Page 1 of 4
Next Page

Upgrade today!

Start the upgrade now. Ask our expert team about the ways Praemium can transform your business.

Get in Touch