|Search Results||Showing 91 - 100 of 100+ results for "Praemium"|
|Praemium has appointed a head of distribution with over 10 years' experience on platform administration and investment management. Edward Caser was previously at boutique portfolio administration firm Integrated Portfolio Solutions (IPS), a Praemium ...|
|Wealth management firm WB Financial has relaunched its Agentia separately managed account (SMA) service on the Praemium platform. The service is available in super and non-super structures and it includes 11 new diversified model portfolios. The models ...|
|... These advisers also represent almost half of total adviser FUA based on Rainmaker data. Leading the league tables are Praemium and AMP Personal Portfolio Service, which together account for 49% of advisers in adviser groups formally associated with a ...|
|Praemium has upgraded its WealthCraft CRM and financial planning software to the cloud-based Microsoft Dynamics CRM platform. The new user-friendly interface allows users to perform their usual business and financial planning tasks in one place. The ...|
|Praemium is set to launch its self-managed superannuation fund (SMSF) functionality after beginning a beta trial in mid-2013. The product will allow SMSF administrators to undertake fund compliance tasks, including tax lodgement, from with Praemium's ...|
|Praemium will launch a version of its separately managed account (SMA) platform for the retail superannuation space in February 2014. The Praemium SuperSMA will include the offerings of the current Praemium SMA platform within a retail superannuation ...|
|Praemium International Limited, a subsidiary of Australian company Praemium, has cut a deal with the Royal Bank of Scotland (RBS) to provide platform services to RBS International's ex-pat clientele based in the tax haven of Jersey. Under the deal ...|
|Praemium United Kingdom managing director John Martin has resigned, effective January 31, 2014. Martin has left the company after six years to "pursue new challenges," according to a Praemium announcement to the Australian Securities Exchange (ASX). ...|
|The Praemium SMA platform has agreed to include five more BetaShares exchange traded funds that focus on domestic equities strategies, currencies and commodities. The new inclusions take to 10 the number of BetaShares ETFs the Praemium SMA will host. ...|
|Praemium has added Easton Asset Management Global Tactical Model on its separately managed account (SMA) platform. The Global Tactical model portfolio uses global tactical asset allocation and Australian Securities Exchange (ASX) listed exchange-traded ...|
Following its acquisition of a stake in Escala Partners, New York-based Focus Financial Partners is set to buy a slice of Melbourne-based MEDIQ Financial Services.
With the coronavirus, now dubbed COVID-19, impacting not only many lives, but now also the bottom line of some of the world's biggest companies, investors are chasing shorting opportunities to bank big on the pandemic.
A former chair of the SMSF Association has returned for another stint in the top job.
The chief executive of a $5.5 billion industry superannuation fund has spoken out against increasing the superannuation guarantee to 12% in a submission to the Retirement Income Review.
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