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US leads platform consolidation trend, with Australian advisers set to follow

As platform technology develops, the race to become the one dominant platform for Australian advisers is just heating up. In the US, it’s already well underway, with the number of advisers consolidating platforms rising more than 50 per cent in four years.

Tahn Sharpe | 24th Jul 2024 | More
Adviser-to-client ratios reach upper limit, with tech marked as the saviour

There are now an average of 120 clients per adviser in Australia – a number not seen since 2013. While the declining adviser cohort is a factor, so is the improved experience of advisers with technology according to researcher Investment Trends.

Tahn Sharpe | 27th Jul 2023 | More
More modes of advice being sought by HNWs as validators come to the fore: Praemium

Investment platform provider Praemium explains that while there is an “increasingly positive” attitude towards financial advice, the needs of HNW investors are taking on a whole new identity.

Staff Writer | 25th May 2023 | More
  • Praemium joins leading platform peloton on reporting, data strength

    After buying Powerwrap and shrugging off its own buyout offer from Netwealth, Praemium has joined the top tier of platform providers on the back its data and reporting capabilities.

    Tahn Sharpe | 26th Apr 2023 | More
    Praemium CEO open for consolidation talks with an aim on growing scale

    Anthony Wamsteker reflects on the tie-up with rival platform Powerwrap, the rebuff of Netwealth, and Praemium’s plan to achieve double digit market share.

    Ishan Dan | 30th Sep 2022 | More