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Showing 1 - 10 of 15 results for "Desktop Broker"

Economic landscape spurs advice model rethink

KARREN VERGARA  |  TUESDAY, 28 FEB 2023
... models as they broaden their remit outside of traditional of investment management and administration. Insights from Desktop Broker in the newly released paper, Advice trends and opportunities: 2023 and beyond, found that advisers are increasingly anchoring ...

AMG Super hires to distribution team

CHLOE WALKER  |  THURSDAY, 5 MAY 2022
... role, he will oversee distribution in Victoria, South Australia and Tasmania. He joins from Bell Direct platform Desktop Broker. Prior to Bell Direct, Carr was distribution manager at Xplore Wealth and also served as head of distribution at Powerwrap. ...

New chief technology officer for Bell Financial Group

CHLOE WALKER  |  MONDAY, 29 NOV 2021
... technology across the group, which includes Bell Potter, Bell Commodities, Bell FX, Bell Potter Capital, Bell Direct, Desktop Broker and Bell Potter Online. Tillig has over 20 years of IT experience across a variety of industries including energy, finance ...

Macquarie Equities awards back-office mandate

KARREN VERGARA  |  TUESDAY, 26 OCT 2021
... and clearing services to Bell Potter Securities since November 2020; it operates under the brands Bell Direct, Desktop Broker and Bell Potter Online. BFG completed its takeover of TPP in early 2019, paying about $36.9 million to acquire the remaining ...

Desktop Broker hires senior sales exec

ELIZABETH MCARTHUR  |  THURSDAY, 5 MAR 2020
Adviser platform Desktop Broker has appointed a new senior sales executive who previously worked at Xplore Wealth and Powerwrap. Richard Carr will oversee Desktop Broker's new adviser support model in Victoria, South Australia, Western Australia ...

Former Vanguard broking and wealth expert joins Bell Direct

KARREN VERGARA  |  MONDAY, 27 MAY 2019
... newly-created position, responsible for leading the sales and marketing function across Bell Direct and its brands Desktop Broker and Bell Potter Online. A key focus will be driving investor and adviser take-up of Bell Direct's growing suite of products ...

Platform acquisition boosts Bell Financial results

KARREN VERGARA  |  THURSDAY, 21 FEB 2019
... is the online broking platform is used by retail clients (Bell Direct) and financial planners and institutions (Desktop Broker). The technology is also white labelled by HSBC, Macquarie and Bell Potter Online. Managing director Alastair Provan said ...

Industry leaders in sales and marketing recognised at MAX Awards

STAFF WRITER  |  FRIDAY, 15 JUN 2018
... Dynamic Global Fixed Income Fund Custom Publishing Campaign of the Year (Digital): Bell Direct - Look into mFunds | Desktop Broker + Bell Potter Research Finalists: SuperFriend - Mental Health Awareness Campaign Macquarie - Guide To Series - Liquid Alternatives ...

Bell FG flags US expansion

KARREN VERGARA  |  THURSDAY, 22 FEB 2018
... Potter Capital, and is a majority shareholder (56.63%) in Third Party Platform, the provider of the Bell Direct and Desktop Broker online trading platforms. "We have a wide range of products and services which involve input from across our entire network. ...

Industry stars recognised at 2017 MAX Awards

JAMIE WILLIAMSON  |  FRIDAY, 16 JUN 2017
... Year Telstra Super - www.telstrasuper.com.au/ Finalists AIA - www.aia.com.au/ BT Panorama - www.btpanorama.com.au/ Desktop Broker - www.desktopbroker.com.au/adviser Fidante - www.fidante.com/ Financial Services App of the Year Link Group - Cbus Employer ...
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