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

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 1 day ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 2 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago