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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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Praemium announces three-year strategic partnership with CoreData

14/11/2023 - Press Releases
Praemium has announced a three-year strategic partnership with leading global research and business consultancy CoreData to deliver exceptional client education and support the evolution of the advice sector.
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Praemium and Complii announce strategic partnership

09/11/2023 - Press Releases
Praemium has announced a strategic partnership with Complii, to collaborate on improved integration and a more seamless client experience for clients.
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Scaling to New Heights: The Growth of Managed Accounts with Mike Martel

25/10/2023 - Podcasts
In this episode, we delve into the ever-changing landscape of Managed Accounts.  Our guest, Mike Martel, Head of Portfolio Management for the Investor Solutions Group for State Street Global Advisors, brings over three decades of experience in the investment management field to provide expert insights. This episode is a window into the past and future of investment, offering valuable perspectives for both the U.S. and Australian markets.
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Praemium secures Mercer mandate

02/10/2023 - Press Releases
Praemium and Mercer join forces in a strategic partnership, bringing Praemium's innovative portfolio solutions to Mercer's clients. This collaboration enhances Mercer's wealth management capabilities and signifies a significant milestone for both companies.
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Bucking the Trend: Contrarian Investing in Australia with Dr. Suhas Nayak

28/09/2023 - Podcasts
What does it take to invest in the stocks that no one else wants? Suhas Nayak is a portfolio manager at Allan Gray, an entirely contrarian fund manager that seeks to find diamonds in the rough in places other buyers aren't willing to go.
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Better Technology Decisions to Unlock Practice Growth

21/09/2023 - Podcasts
In our latest episode of the Praemium Advice Leaders Podcast, we delve into the technological challenges and opportunities transforming the wealth management industry. Our General Manager Matt van Dijk is joined by Peter Worn, Managing Director of Technology and Digital Consultancy at Finura Group, for an in-depth discussion that unpacks the intricacies of advice technology in today's landscape.
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The Evolution of High Net Worth Investors

20/09/2023 - Feature Articles
In an era of rapid change and digitalisation, high-net-worth (HNW) investors are once again proving to be the pioneers of financial innovation. New findings from Praemium/Investment Trends HNW Investor Research reveal a fundamental shift in their investment focus, emphasising income generation, diversification, and intergenerational wealth transfer, all underpinned by a growing demand for digital advisory services. This article explores how these evolving preferences are not just reshaping the HNW landscape, but offering financial advisers an invaluable opportunity to redefine modern advice.
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Reimagining Wealth Advice for Ultra-Affluent Investors

20/09/2023 - Feature Articles
Australia's affluent are increasingly requiring holistic advice and moving away from advisers they perceive as offering more transactional services. This requires a shift in how private wealth advisers have traditionally supported this investor segment.
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