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Showing 1 - 10 of 68 results for "Bell Direct"

Bell Financial looks to diversify revenue, targets 'holistic' strategy

RIDDHIMA TALWANI | FRIDAY, 8 MAY 2026

... consolidate the wholesale broking arm and launch new client digital portals across its three divisions of Bell Potter, Bell Direct and Desktop Broker. Last year, BFG selected Praemium's administration solution Scope+ to administer more than 2200 ...

Bell Financial reports 44% slump in profit

KARREN VERGARA | FRIDAY, 15 AUG 2025

... reported revenue of $25.2 million, up 10% year on year, while NPAT was $7.6 million, up 22.6%. This unit comprises Bell Direct, Bell Direct Advantage and Desktop Broker. BFG co-chief executive Dean Davenport said: "Growth in the recurring revenue divisions ...

Bell Financial absorbs 75k Macquarie accounts

ELIZA BAVIN | WEDNESDAY, 22 JAN 2025

... have reached an agreement which will see approximately 75,000 accounts transfer from Macquarie Online Trading to the Bell Direct and Desktop Broker brands. The transition of accounts from Macquarie is expected to be completed after 22 February 2025. ...

Investment Trends names sales lead

KARREN VERGARA | FRIDAY, 11 OCT 2024

Investment Trends appointed a new head of sales for Australia who recently finished up at Bell Direct. Tim Sparks will lead Investment Trends' sales operations across Australia, having joined in September. He is the former head of distribution and ...

Bell Financial half-year profit soars 50%, revenue up

ANDREW MCKEAN | FRIDAY, 16 AUG 2024

... also noted that ongoing investment in proprietary technology saw the launch of trading on US equities markets in the Bell Direct business, progress in improving digital client onboarding, and early exploration and deployment of AI initiatives. Meanwhile ...

FTSE Russell hires client coverage lead

KARREN VERGARA | MONDAY, 12 AUG 2024

... Property Fund. TIP had $221 million in funds under management (FUM) at the end of 2023. Prior to Burman, Lee worked at Bell Direct as equities strategist for 11 years, and was the head media presenter, appearing on local and international outlets such ...

Bell Financial Group launches Tandem Securities

ANDREW MCKEAN | TUESDAY, 14 MAY 2024

... end-to-end platform that provides wholesale and institutional clients with trading, clearing, and investment services. Bell Direct chief executive Lee Muco told Financial Standard at the Stockbrokers and Investment Advisers Association (SIAA) Conference ...

Bell FG announces leadership shakeup

CHLOE WALKER | FRIDAY, 27 OCT 2023

... chair Alastair Provan retires. Selvarajah has been the chief executive of BFG group subsidiary, Third Party Platform (Bell Direct) since 2008 and brings more than 25 years' experience in stockbroking, technology, and the broader financial services ...

TIP Group to acquire advice firm

CASSANDRA BALDINI | TUESDAY, 7 MAR 2023

... deferred payments. Last June, TIP acquired boutique firm Burman Invest, which was set up by Julia Lee, formerly of Bell Direct. At the time, the group said it was focused on identifying businesses with a "sustainable" and "competitive" advantage.

Bell Direct appoints market analyst

CHLOE WALKER | FRIDAY, 29 JUL 2022

Former TV presenter Grady Wulff has been hired as Bell Direct's newest market analyst. Commencing August 9, Sydney-based Wulff will be responsible for providing market insights and analysis to identify trading and investment opportunities for Bell Direct ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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