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PRAEMIUM
Funds management
Praemium has added five new multi-asset SMAs to its platform from fintech Briefcase, which are constructed using ASX-listed ETFs to meet rising adviser demand....
Financial planning
Praemium has seen its highest net inflows in over two years for Q2 FY25 as its Powerwrap platform returns to inflows after five consecutive quarterly outflows....
Financial planning
Nearly seven in 10 HNW-focused advisers view alternatives as the asset class that will be fundamental to meeting client demands in the future, according to Praemium....
Funds management
Praemium has entered into a strategic partnership with alternative investments platform Stropro to expand advisers' access to structured products. ...
Financial planning
ASX-listed platforms HUB24, Netwealth, and Praemium have used their AGMs to detail how they are using artificial intelligence to improve their processes and the innovativ...
Financial planning
Praemium has said it is open to investing in artificial intelligence “in a big way” as it believes it can transform the business and details how it is already being used ...
Funds management
Fund manager GSFM has appointed a key account manager for Queensland, following the appointment of a head of retail distribution last month....
Financial planning
High-net-worth advisers seeking to grow their businesses are likely to find alternatives to be a key part of the puzzle amid investor demand, according to Praemium’s head...
Financial planning
Praemium is pivoting the business to offer a “white gloves” service as it launches a three-year strategy to be the leading platform for high-net-worth advice....
Financial planning
Praemium has updated on the progress of its integration with platform OneVue, which it acquired from Iress earlier this year. ...
Financial planning
With multiple funds seeing assets frozen, three platforms have shared with Money Management how they guard against holding a troubled product and how much responsibility ...
Financial planning
Half of financial advisers and wealth managers in Asia-Pacific plan to increase their clients’ exposure to private equity and multiprivate asset solutions, according to a...
Financial planning
In the firm’s financial results for the three months to 30 September, the platform reported quarterly inflows of $139 million as adviser outflows lessened. ...
Funds management
Iress has shared an update on its CEO business structure, while Xplan co-founder Jason Hoang is to depart after more than 20 years with the business. ...
Financial planning
The platform has expanded its wealth management suite with a new solution designed for financial advisers who service high-net-worth investors....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...