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Training & Webinars

Upcoming and on-demand

We host educational webinars on the latest research in managed accounts and platform usage, business management strategies, investment insights and the latest in technology developments. Join our live webinars or catch up via our on-demand library.

Upcoming Webinars

On-Demand Library

AI and Advice Tech: Smart technology strategies for your business

8/27/2024 - Practice Management
Ready to cut through the AI hype? Join Finura Group MD Peter Worn and Praemium's Matthew van Dijk for a candid discussion on how AI and tech are truly transforming financial advice practices. Discover the latest research on AI adoption, digital integrations, and how tools like ChatGPT and Copilot are enhancing client relationships and boosting efficiency. Don’t miss this 45-minute session packed with practical strategies. Register today.
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Exploring alternative investments: trends, challenges and client preferences

3/27/2024 - Investment and Markets, Praemium technology
Exploring the latest research from CoreData into adviser use of alternatives, this discussion uncovers the challenges and opportunities in the asset class, examines client preferences and successful implemention.
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Key Market Drivers for 2025

5/23/2024 - Investment and Markets
From Fixed Income to Australian and global equities, this panel will uncover the drivers that will impact portfolios and the market going into FY25.
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Strategies for successful estate planning

2/22/2024 - Practice Management
Managing Partner Rebecca Fahey and Senior Associate Theresa Elhage discuss strategies to reshape your clients' financial futures, refine your communication skills for navigating estate planning discussions, and the art of building collaborative referral networks.
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Advising Australia's affluent investors

10/11/2023 - Practice Management
Join us as we talk through the findings of the 2023 HNW Investor Report. This session will provide you with key insights into the demographics and investment and advice needs of this investor segment with practical strategies to grow and strengthen your HNW client base.
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Better technology decisions to unlock practice growth

8/29/2023 - Practice Management
Gain insights on critical market themes and challenges advisers face with existing technology solutions. Understand the common pitfalls and drive sound technology decisions with a unique decision-making framework.
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Building longevity in advice relationships with technology

2/14/2024 - Praemium technology
Implementing technology-driven strategies from the right platform partner can help to foster enduring client relationships, strengthen referrals, and propel advice firms towards sustained success. We look at several key drivers for building client longevity and some examples of technology features you can use to maximise client engagement, deliver a personalised service and build trust with your clients.
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Enhancing your advice proposition with customised reporting

2/14/2024 - Praemium technology
Leverage technology to deliver reporting that allows your clients to understand the financial strategies you’ve implemented and how they are performing. Create a hyper-personalised experience that meets their information needs, in an efficient and scalable way. This session will provide practical and engaging strategies that demonstrate the value your advice service delivers.
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Resilient ESG Portfolios: Fund Manager Strategies

3/30/2023 - ESG
As the investment world continues to shift towards sustainability, it's essential to have a deep understanding of the challenges and opportunities that come with constructing ESG portfolios. Praemium is thrilled to bring you a webinar that will provide valuable insights into the world of ESG investing, featuring a panel of experts from State Street, BNP Paribas Asset Management and Martin Currie. These top fund managers will share their unique perspectives on the most pressing issues in ESG investing, including portfolio diversification for increased security, avoiding greenwashing, tackling data inconsistency, overcoming performance challenges, and measuring impact.
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High Net Worth Investor 2024

10/8/2024 - Practice Management
Join Investment Trends' Head of Research Irene Guiamatsia for a discussion on the trends, behaviours, and investment preferences shaping the future of HNW advice. Discussing the latest research on Australia's wealthiest investors this session provides actionable insights to help you better understand and serve your HNW clients.
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