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Showing 1 - 10 of 180 results for "Bell Potter"

Investment Trends names sales lead

KARREN VERGARA  |  FRIDAY, 11 OCT 2024
... in September. He is the former head of distribution and marketing at Bell Direct and its brands Desktop Broker and Bell Potter Online, which he was appointed to in mid-2019. Sparks was previously national manager of broking and wealth management at Vanguard ...

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

ANDREW MCKEAN  |  FRIDAY, 16 AUG 2024
... exploration and deployment of AI initiatives. Meanwhile, it highlighted cost efficiencies from the completed migration of Bell Potter Securities clients to a third-party platform's clearing system, resulting in over $2 million in annual savings. Funds ...

Markets melt down over 'premature' recession fears

ELIZA BAVIN  |  TUESDAY, 6 AUG 2024
... sparked recession fears with investors also concerned the Federal Reserve is behind in cutting interest rates. However, Bell Potter research assistant Andrew Ho said the market reaction may be an overreaction. "A renewed bout of volatility hit global ...

Challenger executive joins Bell FG

KARREN VERGARA  |  MONDAY, 22 JUL 2024
... up at Challenger this month, Kate Ingwersen is now responsible for Bell FG's product innovation across subsidiaries Bell Potter Securities, Bell Potter Capital, and Third Party Platform. Ingwersen will also drive the group's products and services strategy ...

Betashares promotes key sales execs

ELIZABETH FRY  |  FRIDAY, 21 JUN 2024
... the day-to-day management of the adviser, broking, and wealth management channels. He joined eight years ago from Bell Potter Securities, where he advised on investment strategy, portfolio construction and asset selection for individual and superannuation ...

Bell Financial Group launches Tandem Securities

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
... to wealth advisory firms, enabling them to offer trading and investment solutions to their clients. Concurrently, Bell Potter Capital, a sister company, was offering lending solutions internally and planning for external offerings. More recently, a third-party ...

Equip Super set to hire top chief experience officer

ELIZABETH FRY  |  FRIDAY, 8 MAR 2024
... spending the last 10 years in superannuation. Previously, Harrison held senior leadership positions at VicSuper and Bell Potter Securities. "I'm so proud of my team's achievements during this time and grateful for the support of everyone at Equip ...

Bell FG announces leadership shakeup

CHLOE WALKER  |  FRIDAY, 27 OCT 2023
... represents the interest of major shareholder Bell Group Financial Holdings. Other subsidiary board appointments include Bell Potter Securities chair James Unger, and directors Rowan Fell and Lee Muco. For Bell Potter Capital, Davenport is the new chair ...

Perpetual hires new distribution lead

ELIZABETH FRY  |  FRIDAY, 13 OCT 2023
... specifically focused on the growth of our broker channel. "Tom brings sales and industry experience having been at Bell Potter, Ord Minnett and APRIL Solutions," said a Perpetual spokesperson. With over a decade of corporate experience working within ...

AUSTRAC drops action after Bell FG audit

CASSANDRA BALDINI  |  FRIDAY, 30 JUN 2023
... following an audit of its financial crime law compliance. Last February, AUSTRAC ordered an external auditor assess Bell Potter Securities, Bell Potter Capital and Third Party Platform regarding the entities' compliance with anti-money laundering ...
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