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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.
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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.
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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.
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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.
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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.
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Whole of wealth reporting the defining test for non-custody advice

21/03/2026 - Feature Articles
For many advisers, non‑custodial assets have quietly become a material part of client portfolios, particularly in high net worth advice. What has not always kept pace is the infrastructure required to see, report on and explain these assets alongside the rest of a client’s wealth. As expectations rise and portfolios become more complex, whole‑of‑wealth reporting is moving from a nice‑to‑have to a core requirement.
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Praemium acquires Technotia to advance innovation, resilience and efficiency

03/03/2026 - Feature Articles
This bold leap strengthens our foundations by adding a depth of expertise and proven problem solving capability to support a platform that is well positioned for the rapid advancement of technology into the future.
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Excelling Where It Matters Most to Advice Businesses

26/02/2026 - Feature Articles
Rather than attempting to lead every category, Praemium continues to focus on reducing friction, improving reliability and supporting advice delivery where the cost of failure is highest. The 2025 report reinforces that this focus remains central to how advisers assess platform value — and where Praemium continues to deliver.
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The new alpha in wealth management

10/12/2025 - Feature Articles
Trust, not returns, is the new alpha, discover why HNW clients now value partnership and personal understanding above all else. Research reveals 36% of wealthy investors rank trust as their top priority, are advisers ready to meet this shift?
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Redefining your HNW value proposition with managed accounts

10/12/2025 - Feature Articles
Managed accounts are transforming HNW advice, discover how they deliver personalisation, efficiency, and strategic flexibility beyond traditional portfolio management. From cost concerns to customisation, here’s how advisers can position managed accounts as a compelling value proposition for high-net-worth clients.
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