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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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Implementing ESG into your advice process

04/10/2021 - Feature Articles
With increasing investor demand for ESG solutions, the importance and impact ESG considerations are having on portfolio construction is also increasing.  As advice practices work through the many considerations to offering this solution to their clients, one of the most pertinent to ongoing success, is how to implement a tailored approach to a client’s individual ethical considerations in a scalable and efficient manner.
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DDO underlines the need for quality personal advice

04/10/2021 - Feature Articles
While it may not have been an intended outcome of ASIC’s new Product Design and Distribution Obligations, the far-reaching changes to the way responsible entities, superannuation trustees and fund managers consider product development and suitability for investors, could lead to increased demand for financial advice in future.
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Obtaining consent for OFAs

23/06/2021 - Feature Articles
Under the Financial Sector Reform Bill (Hayne Royal Commission Response No. 2) introduced into Parliament in December last year, financial services providers that receive fees under an ongoing fee arrangement (OFA) must now provide clients with a document each year that outlines the fees they will be charged and the services they will be entitled to in the following 12 months.
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Client satisfaction: profit does not make!

01/06/2021 - Feature Articles
Advisers are kicking goals when it comes to clients satisfaction, yet industry research suggests this is not directly transferring into profit. Martin Morris looks at the industry figures.
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Praemium's platform momentum continues

02/03/2021 - Feature Articles
Praemium has jumped into the top three position in the 2020 Investment Trends Platform Benchmarking & Competitive Analysis Report. Following a debut ranking of top four in 2019, Praemium’s score made one of the highest relative percentage gains in the peer group to surpass BT Panorama.
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Enhancing the advice value chain

01/12/2020 - Feature Articles
Praemium's CCO Mat Walker outlines 5 key factors to enhance the advice value chain to create sustainable business models that are focused on delivering high-quality, cost-effective and scalable advice.
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Bridging the platform gap

30/09/2020 - Feature Articles
The digitalisation of advice and the advent of new technology providers is giving advisers a breadth of tech solutions to improve business and client engagement processes. But is it a case of less is more.
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Managing change in a managed accounts transition

16/09/2020 - Feature Articles
Starting the transition to managed accounts can seem like a daunting experience. We outline 6 steps for managing change that can help make the journey a smooth one.
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A managed account for all market conditions

10/08/2020 - Feature Articles
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

07/08/2020 - Feature Articles
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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