Home / News & Insights

News & Insights

Get the latest thinking from the experts at Praemium

Subscribe for updates

Keep up to date with the latest articles, technology and product insights from the team at Praemium with our quarterly updates.

Delivering a personalised advice service for HNW investors

24/10/2022 - Feature Articles
Praemium's Chief Distribution Officer Martin Morris looks at how to develop a CVP for high-net-worth investors.
Read article

Unmet needs of HNW investors highlight opportunity for holistic strategic advice

21/09/2022 - Feature Articles
The latest Investment Trends High Net Worth (HNW) Survey 2022 shows despite a reluctance to seek advice, HNWs have a number of unment advice needs, providing the opportunity for adviser to tailor a service to meet them.
Read article

How managed accounts can meet evolving investor needs

17/05/2022 - Feature Articles
Managed accounts offer many benefits to advisers but they are also catering to the changing needs of investors.
Read article

What managed account firms are doing differently that is driving such success.

02/05/2022 - Feature Articles
Against a challenging backdrop firms using managed accounts are thriving. Praemium's latest research on advice practices identifies some of the things these firms are doing differently to drive success.
Read article

HNW investors highlight the strategic advice opportunity of ESG

16/12/2021 - Feature Articles
Praemium's latest research with Investment Trends indicates that an increasing number of high net worth investors are prioritising ethical investing, but few believe they have the knowledge or understanding of how to meet these needs.
Read article

HNWs seeking a whole of portfolio digital experience

23/11/2021 - Feature Articles
High Net Worth (HNW) investors have increasing access to digital platforms and appreciate the time and reporting burden alleviated from them. However, many struggle to find a solution capable of tracking their entire portfolio.
Read article

Unmet advice needs present opportunity for advisers

22/11/2021 - Feature Articles
The latest research into the HNW investor suggests a large portion have unmet advice needs. Praemium summarises the key findings and outlines the opportunities for advisers to attract and retain this growing investor segment.
Read article

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.
Read article

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.
Read article

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.
Read article
Page 2 of 4
Previous Page Next Page

Sophisticated Wealth

Ask our expert team about the ways Praemium can transform your business.

Get in Touch