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Advice linked to greater investment confidence among wealthy Australians

High-net-worth Australians who receive financial advice are substantially more confident in their investments than those managing their wealth without an adviser, according to new research released by Praemium and CoreData.

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01 Oct 2026

HNWs are focused on volatility abroad and tax change at home

A year of geopolitical upheaval has kept Australia’s advised high-net-worth investors active and defensively positioned, new Praemium research reveals — while, closer to home, capital gains tax has emerged as

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31 Aug 2026

Wealthy investors embrace AI for their finances but 7 in 10 are loyal to their adviser

High-net-worth (HNW) Australians have enthusiastically adopted artificial intelligence to help manage their money, but the vast majority still want a human adviser firmly in the loop, according to new research

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12 Aug 2026

Stockbrokers move beyond execution as HNW advice demand and complexity surge, research shows

Australian stockbroking firms are already well progressed in their transition toward holistic, high‑net‑worth (HNW) advice, with new research showing the sector is actively evolving to match rising client complexity, expanding

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21 May 2026

Praemium accelerates platform innovation through Technotia integration

raemium Limited has announced the commencement of an organisational restructure within its technology division following the acquisition of Technotia Laboratories in January 2026 – a strategic investment designed to accelerate

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18 Feb 2026

Praemium acquires Technotia Laboratories to accelerate AI innovation and automation

Praemium Limited (Praemium), a leading provider of next-generation wealth management solutions, has today announced to the ASX it has entered into a binding agreement to acquire Technotia Laboratories, a specialist

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16 Dec 2025

The bank of Mum and Dad a key component of the intergenerational wealth transfer

Praemium’s latest research in conjunction with CoreData reveals that the “Bank of Mum and Dad” continues to play a pivotal role in the generational wealth of Australians, with high-net-worth families

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02 Dec 2025

Praemium Spectrum surpasses $1b in funds under administration ahead of target

Praemium is pleased to announce that its flagship wealth solution, Praemium Spectrum, has surpassed $1 billion in organic inflows, with total funds under administration (FUA) now reaching $3.2 billion[1] including

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18 Sep 2025

Managed accounts continue to gain momentum as advisers prioritise efficiency and integration

Australian financial advisers using managed accounts are reporting unprecedented client outcome improvements, with 88% experiencing positive results according to comprehensive new research from platform provider Praemium. The research, surveying advisers

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21 Aug 2025

Praemium announces major client deal to strengthen market-leadership in administration

Praemium is pleased to announce that following a comprehensive selection process, Bell Financial Group (BFG) has chosen Scope+, Praemium’s administration solution, to support its business. Praemium will partner with the

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11 Jul 2025

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CPD: Growth holds, risks widen
Economic outlook: Structural forces, cyclical implications Longer-term secular forces are driving the six- to 12-month cyclical outlook. Our June 2026 Secular Outlook, “Rupture and Resilience[1],” explored the fraying of traditional [...]
CPD: Intergenerational wealth – When the responsibility transfers before the money
Picture this: an Enduring Power of Attorney (EPOA) has sat in a filing cabinet for years. Then a sudden health event means an adult daughter is called on to act [...]
CPD: Why market structure rewards active management in local currency EMD
Key takeaways A large, diverse and fast-growing opportunity set: local currency EMD spans economies at very different points in the cycle, offering income, growth and genuine diversification. Structure, not just [...]
CPD: A practical system for building client confidence – Value of Advice (Part 1)
Introduction As the advice profession continues to evolve, so too do client expectations and perceptions of the value of advice. Perhaps nothing sums up this shift as perfectly as this [...]
CPD: When a little knowledge is dangerous – countering the financial ‘guidance’ your clients are getting from AI
Move over, Google The expression “a little knowledge is a dangerous thing” seems particularly appropriate to financial decisions, where the amounts at stake and the inherent complexity make the risk [...]