News & Insights

Praemium has expanded its machine learning and artificial intelligence capabilities to benefit users of its non-custodial Virtual Managed Account solution, by reducing human errors in data entry and improving data integrity.

Damian Cilmi hosts a panel discussion with Tim Hext of Pendal, Kate Howitt of Fidelity and Jonas Palmqvist of Alphinity on the key market drivers for bonds, global and domestic equities for the remainder of 2021. The panel discusses the outlook for the asset classes, inflation and interest rates, bringing you the most up to date investment thinking, ideas and outlook for the second half of 2021 with insights on what might impact your client’s portfolios in the coming months.

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.

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.

By bringing together data from brokers, registries, and bank accounts, Praemium gives you a complete picture of your client’s investment portfolios on one platform, making it easier than ever to get organised for the financial year-end.

Praemium's Damian Cilmi talks to Grant Berry about the changes to the property sector post-COVID and the expected movements moving forward.

Praemium's Damian Cilmi talks to John Guadagnuolo about the stocks that have been hidden winners as a result of COVID and the outlook for Afterpay.

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.

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.

Praemium has today announced it has integrated with Iress to make it easy for advisers to seamlessly initiate new Praemium applications from within Xplan.