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Showing 1 - 10 of 21 results for "Desktop Broker"

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

RIDDHIMA TALWANI  |  FRIDAY, 8 MAY 2026
... 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 client portfolios. ...

Bell Financial reports 44% slump in profit

KARREN VERGARA  |  FRIDAY, 15 AUG 2025
... 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 remains strong and is set to continue ...

Desktop Broker to deliver direct indexing via partnership

MATTHEW WAI  |  THURSDAY, 26 JUN 2025
Desktop Broker, part of Bell Financial Group, has partnered with direct indexing platform Briefcase to deliver direct indexing capabilities and institutional-grade ETF model portfolios to financial advisers and wholesale investors. With direct indexing ...

Bell Financial absorbs 75k Macquarie accounts

ELIZA BAVIN  |  WEDNESDAY, 22 JAN 2025
... 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. Bell Financial co-chief ...

Investment Trends names sales lead

KARREN VERGARA  |  FRIDAY, 11 OCT 2024
... Australia, having joined 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 ...

Bell Financial Group launches Tandem Securities

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
... in the Australian market, focusing on listed investment and trading solutions. A key milestone was the launch of Desktop Broker, which caters to wealth advisory firms, enabling them to offer trading and investment solutions to their clients. Concurrently ...

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 ...
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