BELL DIRECT

Financial planning

New research by Desktop Broker has explored the key themes that would influence modern financial advisory firms and determine their growth trajectory in the years ahead....

People & Products

Ryan Phillips and Lewis Hsu have been appointed to roles in its new Bell Direct Advantage Service for its sophisticated, self-directed, and active investors....

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Features

As advice practices look to leverage the digital options to reduce costs, Mike Taylor writes that questions are being asked about the value that can be extracted by utili...

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Features

Everyone knows the first rule of portfolio construction is diversification, Laura Dew writes, so how can advisers utilise asset classes to build a diverse portfolio in li...

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People & Products

Online broker Bell Direct has appointed former Vanguard Australia national manager for broking and wealth management, Tim Sparks, as head of sales and marketing....

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Expert Analysis

Challenges such as fee pressure, regulation and increased competition are prompting advisers to rethink their service models, writes Arnie Selvarajah, CEO of Bell Direct....

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Expert Analysis

Anastasia Santoreneos investigates whether the experts think platform prices will ever hit zero, and what the industry needs in platform pricing. ...

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Funds management

Platform prices will never hit zero, but more transparency is needed, a panel of experts has told Money Management and Super Review’s Future of Wealth Management conferen...

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Financial planning

Arnie Selvarajah, CEO, Bell Direct, tells the Future of Wealth Management conference that the next generation of advisers must become mentors to clients. ...

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Funds management

Retail online investor numbers climbed to a record high in 2017, with improving market sentiment seeing 645,000 Australian place at least one share in 2017, according to ...

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Financial planning

Bell Financial Group saw a strong start to the year, with a 16 per cent revenue growth for the first quarter of the year....

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Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

3 days 12 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 1 day ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 3 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 days 10 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

1 day 13 hours ago