News & Insights

As merger and acquisition (M&A) activity gathers pace Ben Lester looks at what this might mean for the industry and addresses adviser concerns in already challenging times.

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.

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.

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.

Damian Cilmi is joined by Australian Ethical and QS Investors to discuss the ESG landscape and how to evaluate and assess ESG strategies.

Praemium, the next-generation investment platform, is pleased to announce a partnership with asset managers King & Shaxson, to provide their ESG/Ethical Discretionary Managed Portfolio Service on the Praemium platform.

Respected platform ratings expert the lang cat has given Praemium the second-highest overall rating in its 2020 Platform Market Scorecard (PMS).

Praemium’s platform offers numerous tools and functionality to assist you in navigating your clients through this difficult market period while providing a high level of service and engagement.

The current turbulent times have abruptly pushed most advice practices to working from home. As many navigate what this means for their day-to-day administration, technology and staff management, the biggest challenge is maintaining high levels of service. Clients are looking for constant communication and reassurance, and they need this exceptional service delivered 100% remotely. Thankfully, technology is at a stage where all of this is very possible and offers the potential for some positive long-term changes that will benefit your business long after the presence of COVID-19 has dissipated.