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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.
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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.
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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.
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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.
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AI to help advisers with client need

26/06/2019 - Feature Articles
For nearly two years, a select team of developers at Praemium has been building an artificial intelligence/machine learning application to help advisers better engage with clients. The release is particularly timely in the wake of the Royal Banking Commission.
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Praemium CEO presentation at Nextwealth Conference

26/05/2019 - Feature Articles
Is the Fund fit for purpose? Praemium's CEO Michael Ohanessian was involved in a panel discussion at a recent NextWealth Conference in London, where he discussed Australia's experience in the SMA market.
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Do your models float?

01/05/2019 - Feature Articles
For those advisers that have made the switch to discretionary fund management, the benefits are clear – reduced administration, easier compliance management and more time to spend with clients to name just a few. What they might not know is that the discretionary management is only as good as the platform it’s managed on, and they might not be getting the best out of the discretionary experience.
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How to protect your capital for a prosperous retirement

03/04/2019 - Feature Articles
Pension freedoms in the UK have given investors unprecedented flexibility when entering retirement. However, with flexibility comes additional risks, many of which the average investor will be unaware, says Ben Lester, Praemium International Head of Distribution.
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Next generation investment platform

18/02/2019 - Feature Articles
Not all platforms are the same. With the greatest wealth transfer underway, the next generation of investment platform needs to meet the demands and needs of this new wealth inheritor. So what makes a platform truly next generation and how can this give this new breed of investors and their advisers a better experience?
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Why time is the new currency

09/02/2019 - Feature Articles
In a world in which fees are under ever more scrutiny, both advisers and fund platforms are increasingly looking at ways to lower costs. Dylan Navra, Managing Director at Praemium Asia, says one way of doing this is by going fully digital.
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