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| | | ... manage their finances, but most remain reluctant to replace their financial adviser with the technology, new research from Praemium and CoreData has found. Around 80% of HNW investors who work with an adviser have already used AI for financial tasks ... |
| | | | ... The agreements provide a stable foundation for future growth while supporting ongoing client engagement across broader Praemium solutions." Throughout FY26, 330 new investment options were also added to the Spectrum, Powerwrap and separately managed ... |
| | | | ... same degree of care, skill and diligence a prudent trustee would. Diversa provided trusteeship for super accounts on Praemium, a platform administering around $74 billion of funds. Equity Trustees did the same for NQ Super & Pension, a division of the ... |
| | | | ... We're already available on non-custodial with HUB24, and we're having discussions with Netwealth, Mason Stevens, Praemium, CFS Edge, etcetera," Wilson said. "We are certainly trying to make ourselves available for advisers... we just know the ... |
| | | | ... relationship and broader advice proposition." Cilmi joined MST Financial in early 2026 after spending more than seven years at Praemium as head of investment managers and governance. Last year, MST Financial acquired FIIG Securities' asset management ... |
| | | | ... trusts and foundations, companies, SMSFs and not-for-profits. The official launch of BPPW follows from BFG's tie-up with Praemium one year ago, when the latter was appointed to administer about 2200 portfolios at the time. With BPPW, clients can now ... |
| | | | ... before allowing its members to invest and failing to conduct adequate ongoing monitoring. Members of the Powerwrap Fund, Praemium Fund, and MAP Master Superannuation Plan together with its sub-plans, YourChoice Super and AusPrac, were exposed to First ... |
| | | | Praemium and its subsidiaries are now caught up in the ASIC-led First Guardian legal saga, having been thrown in the mix by Diversa Trustees. Praemium this morning announced, together with Powerwrap and One Vue Wealth Services (OVWS), it received notices ... |
| | | | Praemium has appointed a non-executive director to its board, who will succeed the current chair Barry Lewin at the conclusion of the annual general meeting scheduled for November. After chairing the board for nine years, Lewin has decided to retire ... |
| | | | ... proposed tax reforms could change this. A survey conducted by the Stockbrokers and Investment Advisers Association (SIAA), Praemium and CoreData reveals financial advice has not kept up with the HNW population's booming wealth. It is ultimately widening ... |
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