Delivering a true digital service in the 'new normal'
Ben Lester discusses how advisers have coped in COVID and what a true digital advice service should look like.
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The sector shows its mettle facing the Covid storm
Ben Lester looks at gross and net flows during Q2 and Q3 across the UK platform market and what they tell us about the sector’s resilience
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A managed account for all market conditions
The business efficiency and client engagement advantages of managed accounts have long been espoused; however, recent months have highlighted another very important benefit of managed accounts - the ability to respond quickly to volatile markets.
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Four trends shaping the new world of advice
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.
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Harnessing the power of data
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.
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Busting myths of managed accounts & client size
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.
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Praemium announce offer to acquire Powerwrap
Praemium has announced a takeover offer for Australian wealth management platform Powerwrap.
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Helping align your clients' investments with their values
Damian Cilmi is joined by Australian Ethical and QS Investors to discuss the ESG landscape and how to evaluate and assess ESG strategies.
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King & Shaxson launches ethical portfolios
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.
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the lang cat rates Praemium
Respected platform ratings expert the lang cat has given Praemium the second-highest overall rating in its 2020 Platform Market Scorecard (PMS).
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Helping clients through market volatility
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.
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Tech advances a boon for ESG investors
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