PRAEMIUM

Financial planning

With platforms reporting their quarterly results, there is a clear divide in the adviser markets they are targeting, according to platform specialist Recep Peker, and whi...

Financial planning

Praemium’s Powerwrap platform experienced net outflows of $53 million as advisers continued to transition, bringing total gross outflows from these transitioning advisers...

People & Products

Iress has completed the sale of its platform business, bringing $4.1 billion in funds under administration over to Praemium....

Financial planning

Money Management compares the financial results of the top three Australian investment platforms – Netwealth, HUB24 and Praemium – for the first half of FY24....

People & Products

Technology platform Praemium expects to be able to grow FUA on the OneVue platform by 50 per cent to $6 billion within 18 months of its acquisition....

People & Products

Iress has found a buyer for its OneVue platform business as it moves to streamline the business to three core segments of wealth management, trading and superannuation. ...

People & Products

In its latest annual platform report, Investment Trends reveals which investment platform has taken the top spot for functionality, as HUB24 and Netwealth vie for first p...

Funds management

Licensee switching by advisers has led Praemium to report $334 million in net outflows in the December quarter on its ultra-high net worth platform Powerwrap with the rat...

People & Products

Research house CoreData has announced the appointment of an APAC chief executive to boost its Australian growth....

People & Products

Praemium has announced a three-year partnership with research consultancy CoreData....

People & Products

The investment platform is set to strategically partner with capital markets platform Complii Fintech Solutions, resulting in greater client interaction and cross-referra...

People & Products

While retail market leaders like Insignia had moderate increases, there were at least five platforms with significant rises in the last financial year, including BT’s $3...

People & Products

Mercer’s high-net-worth clients are set to benefit from a new service agreement to utilise Praemium’s virtual managed account and administration services, with the platfo...

Financial planning

Praemium chief strategy officer Denis Orrock has shared with Money Management how advisers can work with high-net-worth investors as a new report finds 45,000 people have...

Financial planning

With business revenue growing 17 per cent to $74.3 million, Praemium believes 2023 has seen key strategic decisions, such as divesting its international operations, pay o...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 4 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

3 weeks 5 days ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

2 weeks 4 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 3 days ago