Bell Financial Group

Features

Bell’s 2-year transformation to a diverse wealth manager

Bell Financial Group co-chief executive, Arnie Selvarajah, believes regulation will make the provision of episodic advice easier for consumers and is pivoting the busines...

Funds management

Bell Financial Group sees 44% profit decline in H1

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

BFG partners with Briefcase on direct indexing tech

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

Financial planning

Access to financial advice crucial to grow the number of self-funded retirees

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 acquirer bets on mass affluent market

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

The cost of indecision: M&A deals see rise in reverse break clauses

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

Selfwealth switch-up as platform commits to rival bidder

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

Selfwealth M&A battle continues with Svava binding proposal

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 updates on 2 competing acquisition bids

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/Bell deal in doubt as third bidder emerges

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

Selfwealth picks acquirer after $58m bid

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 receives acquisition bid from Bell Financial Group

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 completes Bell Financial audit

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

Policy & Regulation

AUSTRAC examines Bell Financial Group entities

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...