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HNW advisers leading the way in AI adoption

04/12/2024 - Feature Articles

In the rapidly evolving landscape of financial advice, high-net-worth (HNW) focused firms are emerging as the clear leaders in technology adoption. With ambitious growth plans and a firm understanding of technology’s transformative power, these firms are setting the benchmark for others in the industry. By prioritising digital integration and embracing artificial intelligence (AI), they are achieving significant efficiencies, redefining client engagement, and positioning themselves to meet the increasingly sophisticated expectations of HNW clients.

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Embracing gender equity in advice

08/03/2023 - Podcasts
In the spirit of International Women's Day 2023 Praemium is showcasing women in advice. In Praemium's latest podcast Head of Sales (Southern) Samantha Hawkins hosts Katerina Nicolakopoulos, managing director of Eikon Financial and Widiana Setiawan, Senior Private Wealth Adviser at Shaw and Partners for a discussion on this year's IWD theme, 'embracing equity'.
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Opportunities for alpha

06/03/2023 - Podcasts
Praemium's Damian Cilmi talks to Katie Hudson, Portfolio Manager and Head of Research at Yarra Capital about insights from the half-year earnings period, the outlook for Australian equities and what companies are likely to benefit in the current market environment. Touching on wage inflation and whether passive investing's dominance is likely to come to an end, it's a fantastic snapshot of the Australian stock market at this time.
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Praemium continues upward trend in Platform survey

28/02/2023 - Press Releases
Praemium has continued to close the gap between the top 3 platform providers in the Investment Trends 2022 Platform Competitive Analysis and Benchmarking Report, placing 1st in 14 sub-categories for platform functionality.
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More than bricks and mortar: commercial real estate in a post-COVID world

22/11/2022 - Podcasts
The demand for experience and quality is shaping the commercial real estate offering in our post-COVID world in ways we would not have anticipated only a few years ago. Miriam Patterson, Head of Office Partnerships at Charter Hall, joins Damian Cilmi this month to talk about how new tenant expectations are rebuilding the office environment in everything from amenities to ESG compliance as employers enhance their offerings to employees who are now very comfortable working from home. Listen now to learn more about the shifting investment landscape within commercial real estate and the factors driving the change.
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Praemium cybersecurity features you should know about

22/11/2022 - Product News
The impact a cybersecurity breach can have on a business, large or small, is indisputable. It can cause significant reputational damage, destroy customer trust, and cause financial loss. So how can you protect yourself from the threat of a cyber-attack?
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Intergenerational wealth transfer driving need for advice amongst Australia’s affluent

14/11/2022 - Feature Articles
We look at the latest research on the intergenerational wealth transfer and how advisers can support both beneficiaries and benefactors.
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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.
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Key insights into the HNW investor

24/10/2022 - Feature Articles
Confident and capable of making their own investment decisions, Australia's high-net-worth investors present both opportunities and challenges for the advice industry. We've summarised the key insights from the Investment Trends HNW Investor Survey 2022.
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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.
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Rise of the validator highlights advice gap for Australia’s High-Net-Worth Investors

19/09/2022 - Press Releases
Australia’s High Net-Worth investors (HNWs) have many unmet advice needs, yet rising numbers of them are not seeking advice from financial advisers, preferring to go it alone or only use advisers to validate their own investment decisions, according to new research from Investment Trends.
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