Managing conflicts of interest with Managed Accounts
Praemium's Head of Risk & Compliance, Bala Shastri believes that for advice practices to better manage conflicts of interest, it may be worth looking into a managed accounts solution.
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Putting the client at the heart of the licensee-adviser relationship
Praemium's Martin Morris looks at the adviser/licensee relationship and how managed accounts can help create a more client-centric approach that benefits all parties.
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Praemium upgrades platform
Praemium's technology upgrade and rebrand for its global investment platform is expected to expand its market in Australia from $62 billion in managed accounts to an $860 billion overall platform market.
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Praemium to upgrade platform
Praemium will roll out major upgrades to its integrated managed accounts platform for advisers and investors.
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Multiple benefits for SMSF trustees
As digitally savvy Australians take charge of their retirements savings, investors are demanding online solutions that combine professional management with transparency and hands-on control. Martin Morris talks to the Australian Financial Review about how managed accounts can help SMSF trustees.
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Managed Accounts technology: A prime solution for SMSF Trustees
The changing dynamic of the SMSF trustee presents a unique opportunity for advisers to meet their needs with managed accounts technology.
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An all-in-one Integrated Managed Accounts Platform
Our CEO Michael Ohanessian discusses what it means to use a truly integrated managed account platform and how Praemium is bringing this to its clients.
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