Search
Showing 21-30 of 70 results
-
Key considerations for choosing a platform partner
/news-insights/feature-articles/key-considerations-for-choosing-a-platform-partner/Understanding the differences between platforms and how they can assist in supporting planning practices with client engagement, risk management and business efficiency is increasingly important. Plat…
-
Busting the myths of managed account & client size
/news-insights/feature-articles/busting-the-myths-of-managed-account-client-size/Many advisers believe managed accounts aren't suitable for clients with low balance portfolios. We look at the reasons behind this and if there's any truth to them.
-
Privacy and Data
/privacy-and-data/privacy-and-data/ -
Forms
/resources/forms-documents/praemium-spectrum/forms/ -
Forms
/resources/forms-documents/praemium-super/forms/ -
What managed account firms are doing differently that is driving such success.
/news-insights/feature-articles/what-managed-account-firms-are-doing-differently-that-is-driving-such-success/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 succes…
-
Data integration
/platform/data-integrations/ -
Better Technology Decisions to Unlock Practice Growth
/news-insights/podcasts/better-tech/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 Dij…
-
Investing in Change: Driving Environmental Solutions with TT International
/news-insights/podcasts/investing-in-change-driving-environmental-solutions-with-tt-international/As the popularity of Environmental, Social, and Governance (ESG) investing continues to rise, investors face the challenge of determining whether their investments are genuinely making a positive impa…
-
Bucking the Trend: Contrarian Investing in Australia with Dr. Suhas Nayak
/news-insights/podcasts/bucking-the-trend/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 plac…