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....
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...
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...
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....
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....
Expert Analysis
Anastasia Santoreneos investigates whether the experts think platform prices will ever hit zero, and what the industry needs in platform pricing. ...
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...
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. ...
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 ...
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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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...