BELL FINANCIAL GROUP

Funds management

Bell Financial Group has appointed a chief investment officer who joins the firm from Clime Investment Management. ...

Features

Bell Financial Group co-CEO Arnie Selvarajah believes regulation will make the provision of episodic advice easier for consumers and is pivoting the business over the nex...

Funds management

Bell Financial Group has announced a 44 per cent decline in half-year net profit after tax but record funds under advice as it transitions into a diverse wealth managemen...

Funds management

Bell Financial Group has partnered with investment solution provider Briefcase to deliver access to direct indexing technology to its clients....

Financial planning

Australia’s retirement system is under mounting pressure, and industry leaders have warned that without broader access to financial advice, the country will go “broke”....

Financial planning

Selfwealth’s acquirer, Syfe Group, has said the firm is hopeful of opportunities from the mass affluent population as it believes a gap exists between DIY brokerage and f...

Funds management

With increased M&A taking place in financial services, law firm Ashurst is witnessing an increase in expensive reverse break clauses as companies seek to ensure deals pro...

Funds management

Despite having entered into a scheme of arrangement with Bell Financial Group last week, Selfwealth has opted to now progress with a bid from rival Svava instead....

Funds management

Following the announcement last week that Selfwealth had formally commenced into a scheme of arrangement with Bell Financial Group, Svava has put forward a binding propos...

Funds management

Selfwealth has provided an update on the status of its scheme implementation deed with Bell Financial Group as well as whether rival bidder Svava remains in the picture. ...

Funds management

Selfwealth has received a third non-binding indicative offer from a new bidder which it says represents a “superior proposal” to its existing scheme implementation bid wi...

Funds management

Having received bids from Bell Financial Group and AxiCorp, trading platform Selfwealth has confirmed it has entered into a scheme implementation deed after both parties ...

Funds management

Selfwealth has announced it has received a “highly attractive” bid from Bell Financial Group to acquire 100 per cent of the company, valuing the company at $51 million....

Funds management

AUSTRAC has concluded its external audit of Bell Financial Group after more than a year and has released its verdict....

Policy & Regulation

AUSTRAC has ordered the appointment of an external auditor to three entities within the Bell Financial Group to investigate whether it has met requirements under two anti...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

3 days 16 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 3 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 2 days ago
moneymanagement logo