All Articles tagged with 'Denis Orrock'

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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

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

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

Trump-related uncertainty sparks strategic portfolio shifts

Advisers are recalibrating client portfolios and communications strategies in response to global political volatility, according to the latest quarterly research conducted by Praemium in partnership with CoreData. The research reveals

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18 Jun 2025

Advice critical to support HNW investors’ appetite for alternatives

New research from Praemium has revealed a surge in appetite for alternative assets. Just under a quarter of Australia’s high-net-worth (HNW) investors (22%) are already allocating to the asset class

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20 May 2025

HNW clients demanding more access to Alternative Assets – but a third of advisers find it hard to give them what they want

High New Worth (HNW) investors increasingly seek the diversification and return advantages of Alternative Assets. Yet one-third of advisers find it difficult to give them access to those assets according

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15 Nov 2024

High-net-worth investor landscape evolves with rising numbers, growing wealth, and expanding needs for expert advice

The high-net-worth (HNW) investor landscape is undergoing significant transformation, driven by unprecedented growth in both the number of investors and the total wealth they control. Praemium in conjunction with Investment

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16 Sep 2024

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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 [...]