Search Results | Showing 1 - 10 of 21 results for "Desktop Broker" |
| | | ... 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. ... |
| | | | ... 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, 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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. ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
|