Praemium's Chief Distribution Officer Martin Morris talks through the key findings of several industry research papers to present practical strategies for leveraging technology to improve business efficiency, client engagement, client referrals and practice profitability. 

Praemium Investment Leaders

Harnessing technology for improved practice performance

Praemium’s Martin Morris and Managing Director of Centaur Financial Services, Hugh Robertson discuss the key learnings Hugh and his team have gained through their implementation of Managed Accounts. As a Director of the Australian Advice Network, who manage $1bn in SMA assets, this session will give you a unique perspective behind their decision as a group to establish their own SMA models and also, as principle practitioner, how SMAs have offered benefits not only to his business but importantly to clients and staff alike.

Managed Accounts - what our clients have learnt

Praemium's Martin Morris talks to Terry Bell of advice consultancy firm Business Health about their latest research Practice Management by the Numbers and some of the key findings of how advice practices across Australia are performing against 7 key metrics. 

Business Health - 7 key industry metrics for the advice market

Praemium's Damian Cilmi hosts a session with leading investment specialists from Alphinity, Pendal and Fidelity discussing the key market drivers for the remainder of 2021, the outlook for inflation and interest rates and which asset classes are likely to perform well under current market conditions.

Key Market Drivers for 2021- the outlook for bonds, global and domestic equities

Praemium's Martin Morris is joined by Steve Prendeville of Forte Asset Solutions who has extensive experience in helping advice practices prepare their businesses for sale. In this session, they discuss some of the key considerations for building an advice practice with a strong business valuation, including client segments, business models and more. The engaging session covers advisers own questions including what is the profitability figure you need to to achieve a good sale price and what is required for succession planning. 

Navigate your way to a strong business valuation

Antare's John Guadagnuolo discusses the changes that the Australian economy has gone through and the expected changes in a post-COVID world with Praemium's Damian Cilmi.

Structural changes for the post COVID Australian economy

Praemium's Damian Cilmi and SG Hiscock's Grant Berry discuss the property sector in a post-COVID world and what impact it had on retail, commercial and residential areas.

The property market in a post-COVID world

Are you spending more time in your business rather than on your business? In this podcast Praemium's Martin Morris discusses ways to identify and evaluate those activities that are not delivering value for your clients or your business. The presentation will cover how to calculate your manufacturing costs, how to identify strategic versus tactical activities and ways to redeploy time spent on tactical activities to more valuable strategic activities.

Identifying loss leaders and profit neutral activities

Praemium's Damian Cilmi and Martin Morris talk to Robert Talevski, Founder of Activus Investment Advisors about practical strategies for evaluating and implementing an effective investment philosophy to help support advisers in risk management, business efficiency and client engagement. 

Building an effective investment philosophy

Praemium's CCO Mat Walker talks through the findings of the latest research on how advisers are managing client assets on and off-platform, why they are using an increasing number of platforms and how to achieve their goal of a single platform solution for all client segments. 

Bridging the platform gap

Praemium's Martin Morris discusses managing change and outlines 6 considerations for a successful change management plan including identifying key stakeholders. The podcast outlines practical strategies in the context of a managed account transition for financial advice firms, yet the strategies can be valuable to any change process within a business. 

Managing change for a successful managed account transition

Praemium's Damian Cilmi talks to Australian Ethical's Head of Research Dr Stuart Palmer about the ethical investing landscape, what varying ethical investment terminology means and the screening processes involved as well as the potential impact on performance. The podcast also covers the rising focus on responsible business practices, the emphasis on governance and managing climate risk.

Australian Ethical

Praemium's Damian Cilmi talks to Marco Sepulveda of leading ESG research house Sustainalytics about their research process, trends in ethical research and a new screening criteria Praemium is implementing on their platform. 

Sustainalytics Research

Praemium's Damian Cilmi talks to Nick Griffin of Munro Partners about identifying the corporate winners on a global scale and some of the key themes in global investing; digital payments, food revolution, high performance computing and digital enterprise. It's a fascinating listen with some great insights on the direction of global industries and opportunities for investors. 

Munro Partners

Damian Cilmi talks to Charles Jamieson, CIO of Jamieson Coote Bonds about the bond markets and whether negative yields can be a positive for investors in episode 3 of the Investment Leaders series.

Jamieson Coote Bonds

Delving into investment trends and strategy, market outlooks and more, Praemium's Head of Investment Managers and Governance, Damian Cilmi asks the questions to ensure you are up to date on the latest from the investment world.

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Praemium Investment Leaders

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