News & Insights

Managed accounts offer many benefits to advisers but they are also catering to the changing needs of investors.

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.

We're passionate about providing valuable, relevant content to advisers. Take a look at the top read articles, advisers were reading from Praemium.

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.

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.

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.

With all the challenges facing advisers today, your choice of platform partner shouldn't add to the limitations placed on your business. Chief Distribution Officer, Martin Morris looks at 6 key considerations when choosing a platform partner.

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.

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.

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.