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Building longevity in client relationships with technology

26/03/2024 - Feature Articles
We look at how leveraging technology-driven strategies from the right platform partner can help foster enduring client relationships, strengthen referrals, and propel advice firms towards sustained success.
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Harnessing High-Yield Credit

11/03/2024 - Podcasts
Damian Cilmi interviews Samantha Milner, Partner, Portfolio Manager the Managing Director of Ares Credit Group. The episode covers enhanced with liquid credit instruments like leveraged loans, high yield bonds, and CLOs.
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Inspiring women in advice

07/03/2024 - Podcasts
Samantha Hawkins, General Manager at Praemium hosted Siobhan Blewitt CEO of Frais Capital and Jaimee Desai, Partner and portfolio manager at Sempre Investment Managers for a conversation inspired by International Women's Day.
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The Co-Investment Advantage: Leveraging Partnerships in Private Equity

22/02/2024 - Podcasts
Damian Cilmi interviews José Luis González Pastor, the Managing Director of Neuberger Berman's Private Equity Team. The episode covers the growing interest in private equity investments, the benefits of co-investments for investors, and the evolving dynamics of the private equity market.
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Securing your client's legacy: Estate Planning Essentials

22/02/2024 - Podcasts
Praemium's General Manager Samantha Hawkins, hosts SLF Lawyers on the Praemium Advice Leaders Podcast. Rebecca Fahey, and Theresa Elhage discuss the importance of estate planning, especially for high net worth individuals. The conversation covers topics such as the significance of estate planning, initiating discussions with clients, key documents, complexities of family structures, tax planning, charitable giving, and the importance of collaboration between financial planners and legal professionals.
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HNW investors embracing endowment-aligned strategies.

23/01/2024 - Feature Articles
Praemium's Chief Operating Officer James Edmonds, discusses how HNW investment strategies are becoming increasingly aligned with the asset allocations implemented by institutional asset owners. And this shift is not just about returns; but a deliberate move towards diversified portfolios, sustainability, and preserving intergenerational legacies—a convergence that’s reshaping the landscape of modern wealth management.
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The Podcasts that Made 2023

29/12/2023 - Podcasts
Our most loved podcasts episodes from the past year, curated to help you sharpen your edge for 2024 by taking the lessons of top financial professionals with you into a new year. From finding value the market has missed to taking unique approaches to elevating client engagement, these most heard episodes contain timeless pearls of wisom ready to reinforce your expertise and unlock fresh perspectives.
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2023 Bond Market Recap with Charlie Jamieson: Key Trends and Takeaways

19/12/2023 - Podcasts
Bond-market veteran Charlie Jamieson returns to share his insights on today's radically transformed fixed income sphere. We first had Charlie on the show in 2020, but since there have been seismic economic shifts, from inflation's ascent to the impact of swift rate hikes, Charlie dissects the complex factors influencing markets.
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Favourite Articles of 2023

19/12/2023 - Feature Articles
Before diving into another year, revisit Praemium's most popular articles of 2023 - curated wisdom from industry experts on everything from mastering intergenerational wealth transfer, to optimising portfolios amidst volatility. Steep yourself in insights that have resonated through the peaks and troughs, and emerge better equipped to empower Australia's affluent. Whether building skills or perspectives, let the countdown reinforce your expertise so you can elevate advice and prosper in 2024.
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Succession Planning for Your Advice Business

13/12/2023 - Podcasts
Building a successful advice business takes dedication and passion. But what happens next? Don't leave your legacy to chance! In this podcast, Bob Neill, founder of Seaview Consulting, shares his insights on ensuring your business's smooth transition and continued success. Learn about different succession plans, key steps for a seamless transfer, and valuable tips for choosing the right successor.
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