All Articles tagged with 'Denis Orrock'

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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

Latest research highlights need for adviser support on alternatives.

Recent research conducted by Praemium and CoreData highlights the compelling opportunity available to advisers as High Net Worth (HNW) investors increasingly embrace alternative investments. Over the last year Praemium has

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03 May 2024

Praemium announces 3-year strategic partnership with CoreData

Praemium, one of Australia’s leading technology platforms is pleased to announce a three-year strategic partnership with CoreData, a renowned global research and business consultancy firm at the forefront of financial

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15 Nov 2023

Complii and Praemium announce strategic partnership to provide Australian capital markets participants an expanded suite of services

From Complii Fintech Solutions

Complii Fintech Solutions Ltd (ASX:CF1), provider of Australia’s first fully integrated capital markets platform for financial advisers and brokers, has announced a strategic partnership with leading investment platform Praemium Ltd (ASX:PPS)

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13 Nov 2023

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]