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.
Praemium Investment Leaders
How platforms can streamline quality of advice amid ongoing changes
In this episode, originally featured on The IFA Show podcast, Praemium's Chief Strategy Officer, Denis Orrock, dives into the evolution of wealth management and administration platforms. Denis discusses the Quality of Advice Review (QAR) and its potential impact on superfunds transitioning to advice-style models. He explores the balance between AI-generated advice and personal consultation and emphasises the importance of effective data integration within platforms. Tune in to learn how platforms like Praemium can adapt to changing advice landscapes and use technology to enhance the delivery of advice.
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.
We recommend that individuals seek professional financial advice before taking action.
