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Praemium Investment Leaders

Welcome to Praemium's Investment Leaders Series, a podcast created for financial advisers. Here, you'll gain invaluable insights from our in-depth conversations with investment managers and industry experts, covering topics from Australian equities, bonds, global equities, and ESG to burgeoning areas of alternative investments.

Stay ahead of the curve with the latest trends, strategies, and market forecasts, arming yourself with the knowledge to guide your clients confidently in the dynamic world of finance.

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Praemium Investment Leaders

How advisers are managing client assets - Bridging the platform gap

October 29, 2020 • Praemium

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.

Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement or recommendation of the product or strategy. For more information about Praemium, including our disclosure documents, please visit our website.

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People on this episode

Damian Cilmi

Host