News & Insights

The conclusion of the deal marks the start of our new brand, Morningstar Wealth Platform. Our sister company Wealthcraft is now Wealthcraft, a Morningstar company and Smart IM becomes Smart IM, a Morningstar company. These changes are initially to the brands only. Formal legal names will follow and you may continue to see the Praemium..

As the UK edges out of its third (and hopefully final) national lockdown, the resumption of many social activities we’ve been starved of for many, many months is being warmly welcomed. Employees are gradually filtering back into offices, pubs and restaurants have reopened indoors – we can even indulge in some ‘cautious cuddling’ without fear..

Platform provider Praemium has become an integration partner of fintech firm Moneyinfo. This follows Moneyinfo’s tie up with challenger platform Hubwise in May. Praemium is a global provider of digital-first financial services. The platform offers advisers portfolio management and rebalancing capacities alongside market reporting. It also features signature-less processes and AI-driven adviser insights, which flag unusual client..

For almost five years now, investors in open-ended property funds have experienced a rough ride. Problems first surfaced in summer 2016 with property fund managers forced to suspend trading in response to floods of redemption requests after the UK’s vote to leave the EU. Despite most funds reopening their doors over the following year, just..

Integration. Four syllables that encapsulate where industry focus needs to be directed, at the same time as highlighting (by its absence) one of the most persistent blockers to reaping the efficiency and time-saving benefits digital adoption has long promised. With a growing number of providers – fund groups, life cos, platforms, CRMs, and fintech support..

The platform will now be available to Enhance Portfolio customers Global investment platform Praemium has signed a partnership with London and Jersey-based Enhance Group that will enable its clients to access the Australian firm’s technology. The partnership involves the Enhance Portfolio, which is described as an investment manager selection service that uses platform technology to..

In a recent poll which asked what clients really value from their financial advisers, one of the leading answers, by some distance, was relationship management. Navra believes that in almost all cases the administrative work to onboard and service a client is what takes up the bulk of an adviser’s time. This is because many..

Volatility is a blessing and a curse Rising equity markets in recent years have given investors growth in their portfolios, but as we enter a period of higher volatility and lower economic growth these same investors can see their hard-earned profits evaporate. Periods of volatility can be great when investors are in the early stages..

The biggest advantage of discretionary management is the ability to put clients with the same risk profile and goals in the same professionally managed model portfolio. This is a major boon to advisers, as they are freed from the burden of researching, selecting and monitoring investments for each individual client. But platforms that call themselves..