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|... database. It is truly amazing technology." The latest development in the SMSF administration space comes after BGL added Praemium data feeds to the Simple Fund 360 platform in March this year. Speaking at the time, Lesh foreshadowed BGL's addition of ...|
|Praemium SMA enhanced its suite of international model portfolios with the addition of a Franklin Templeton offering. The Franklin Concentrated Global Equity ex Australia Portfolio is now available to investors via the platform. It enables investment ...|
|... The 10 fastest growing super funds by percentage growth in net membership were Tidswell Master Superannuation Plan, Praemium SMA Superannuation Fund, AON Master Trust, DIY Master Plan, Encircle Superannuation Fund, CBA Essential Super, HUB24 Super Fund ...|
|Praemium's automated data feed for financial advisers is now available on BGL's Simple Fund 360 platform. The new data feed will use BGL SmartPost II to automatically move money to ledger accounts. BGL managing director Ron Lesh said his team has been ...|
|... business. From 2012 to 2016, Loveday served as an independent non-executive director and later as a non-executive chair at Praemium. He was the chair of Bennelong Funds Management from 2010 to 2014. Loveday is fellow of the Australian Institution of ...|
|Praemium is introducing paperless applications and digital acceptance, simplifying the financial advice process for both adviser and client. The platform said the addition of new features means Praemium is now offering a completely online solution. ...|
|Praemium has added international model portfolios to its suite of separately managed accounts on the back of growing demand from financial advisers and their clients for global diversification. International models from managers including Arnhem Investment ...|
|Praemium chief executive Michael Ohanessian said the firm is looking to invest further in the UK pensions market following record inflows for the December quarter. With combined gross inflows of $764 million, $216 million of which came from international ...|
|A wealth advice firm is the first to outsource its portfolio administration functions to a new Praemium offering. The new service builds on Praemium Portfolio, a reporting and performance analytics solution formerly known as V-Wrap, which integrates ...|
|... international separately managed accounts business of a $7 billion platform. Following a competitive tender process, Praemium has appointed the bank and will now offer international SMAs through the J.P. Morgan platform. Under the deal, Praemium will ...|
A former financial adviser and licensee director has been sentenced to six years' imprisonment for misappropriating close to $2 million for his own use.
Pinnacle Investment Management's 16 affiliates tallied up only $3 billion in net inflows in FY20 as institutional allocators deferred mandate decisions in COVID-19 but the firm managed to grow NPAT by 5.6% to $32.2 million.
ASX-listed trading platform SelfWealth has renewed its clearing, settlement and execution (CS&E) mandate with retail broker OpenMarkets, in a move that it says demonstrates the two fintech's shared objective of disrupting the status quo.
The self-managed super fund administration and software provider has appointed two new technology leads, set to help Class continue to grow and innovate.
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