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PRAEMIUM
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...
People & Products
Former Praemium chief distribution officer, Martin Morris, has found a new role at Sequoia Financial Group, among three senior appointments made by the firm. ...
Financial planning
Industry experts have shared a snapshot of what an AI-enabled advice industry could look like in the coming years when it comes to productivity, investments and the platf...
Financial planning
Inflows to Praemium have decreased from almost $3 billion to $1.3 billion in the FY22–23 although positive market movements still helped the firm see a rise in funds unde...
People & Products
EXCLUSIVE Six months into the role, Praemium’s chief strategy officer, Denis Orrock, has explained how he is positioning the platform technology company for growth....
People & Products
Martin Morris, chief distribution officer at Praemium, has departed the firm after seven years. ...
People & Products
The investment platform has appointed Richard Large as chief technology officer, a former CTO at Australia’s $250 billion sovereign wealth fund. ...
Financial planning
MLC Life Insurance and Praemium have signed MOU’s to collaborate on Iress’ Connectivity Network....
Financial planning
One adviser may not be the best option for two generations, particularly if the parents are wholesale investors and the children are retail clients....
Financial planning
Inheritance and estate planning remains the top unmet advice need for HNW investors, according to Praemium, with less than a quarter of those who expect to receive an inh...
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....