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.

HNWs are focused on volatility abroad and tax change at home

26/08/2026 - Press Releases
A year of global upheaval has kept Australia's wealthiest investors on the move. New research reveals what's really driving their portfolio decisions and what they're now demanding from their advisers.
Read article

HNWs are focused on volatility abroad and tax change at home

11/08/2026 - Press Releases
Eight in ten HNW investors now use AI to manage their money. Yet almost none want to go it alone. New Praemium research uncovers what's really driving client expectations of advisers.
Read article

The wealth opportunity within reach

31/07/2026 - Feature Articles
The stockbroking sector is evolving and new research from Praemium, SIAA and CoreData outlines how firms are positioning themselves to capture growth in the high-net-worth segment.
Read article

The HNW opportunity is bigger than just asset growth

24/06/2026 - Feature Articles
The biggest HNW opportunity may already be sitting in your client book. As wealth grows more complex and dispersed, the advisers who see the full picture stand to gain the most.
Read article

Trust by design: building it into the business, not just the relationship

10/06/2026 - Feature Articles
Trust is built or lost at a handful of predictable moments in every client relationship. The practices that grow are the ones that have designed themselves to handle those moments consistently.
Read article

Stockbrokers move beyond execution as HNW advice demand and complexity surge, research shows

29/05/2026 - Press Releases
Almost a quarter of Australian stockbroking firms have dropped the word "stockbroker" from their marketing — and the shift runs deeper than a rebrand. New Praemium, SIAA and CoreData research shows 70% of firms now identify as advisory-led, with nearly 80% managing individual portfolios above $6 million. As Australia's $4.4 trillion HNW wealth pool outpaces the advice capacity to serve it, this is a sector that isn't waiting to evolve — it's already there.
Read article

The HNW client of 2030 and what it means for Australian advisers

29/05/2026 - Feature Articles
Australia is about to add nearly 10,000 ultra-high-net-worth individuals in five years — a 59% jump that ranks it among the world's fastest-growing wealth markets. But the opportunity won't go to the advisers who simply win the most new clients. It will go to those built to handle the complexity coming with them.
Read article

The hidden value problem in HNW tax advice

01/04/2026 - Feature Articles
Most HNW advisers are doing sophisticated tax work. Most clients don't fully understand it. Praemium's latest research uncovers why making tax value visible is now as important as the strategy itself.
Read article

When private credit goes mainstream, implementation matters

26/03/2026 - Feature Articles
As private credit becomes embedded in high‑net‑worth portfolios, adviser value is increasingly defined by implementation rather than selection. Rising allocations, multiple structures and growing operational complexity are exposing the limits of traditional portfolio frameworks. In this environment, advisers need infrastructure that delivers consolidated visibility, consistent reporting and clear portfolio context as private assets move from exception to norm.
Read article

Fee transparency isn’t about price. It’s about confidence.

23/03/2026 - Feature Articles
Fee transparency is often framed as a question of cost. But for high net worth clients, it’s really about confidence. New research shows that while satisfaction with advisers remains high, confidence in fees lags behind—creating a trust gap that can quietly weaken even strong advice relationships.
Read article
Page 1 of 7
Next Page