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ifa adviser guide to managed accounts

30/10/2019 - Praemium In The News
ifa magazine have published an adviser's guide to managed accounts with interviews and articles from leading managed account providers, including Praemium's Mat Walker and Martin Morris.
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Assessing the impact your business model & technology partner has on profit

10/09/2019 - Feature Articles
Constant demands on advisers time all have the ability to impact business profitability and success. We look at some of the factors that can impact a planning practice’s business model and outline why platform choice will be more of a strategic decision in the future, rather than just a business transaction.
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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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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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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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Key considerations for choosing a platform partner

01/09/2019 - Feature Articles
Understanding the differences between platforms and how they can assist in supporting planning practices with client engagement, risk management and business efficiency is increasingly important. Platform selection shouldn't just be a financial transaction but rather a strategic decision to find the right technology partner to support your business, potentially for the next decade and beyond.
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Investment Leaders Series - State Street

29/08/2019 - Podcasts
In our premiere episode, Praemium's Damian Cilmi, Head of Investment Managers & Governance, talks to leading investment managers on topics that matter to you and your clients. Delving into investment trends and strategy, market outlooks and more, Damian asks the questions to ensure you are up to date on the latest thinking from some of the world's leading financial minds.
Listen now

Sovereign Group partners with Praemium

30/07/2019 - Praemium In The News
International pensions provider Sovereign Group has signed terms with Praemium to offer platform services to its pension scheme members and private clients of Sovereign Wealth.
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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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Praemium shortlisted for Innovation Award

18/07/2019 - Praemium In The News
Praemium is a finalist for the Innovator of the Year in the ifa Excellence Awards 2019
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