How to access some of the world’s biggest investment themesInsights 26th June 2019
How Fixed Income can reduce your riskInsights 30th May 2019
Ready to take the managed accounts plunge? Read this first.Insights 7th October 2019
Insights 27 Sep 2019
Will managed accounts survive the advice evolution?
Managed accounts have been touted as the game-changing answer for firms and the growth statistics reiterate this perception. But the big question now is whether to invest in new technology or products, when the future of advice is unclear.
Arnie Selvarajah (CEO of Bell Direct, powering Desktop Broker) debates whether managed accounts are the answer and if they will survive the evolution.
Insights 30 Sep 2019
Advisers – it’s time to turn your week upside down
Arnie Selvarajah (CEO of Bell Direct, powering Desktop Broker) shares his insights and learnings on how the leading advisers in the United Kingdom, United States and Australia, are successfully allocating their time and why it’s working.
Insights 12 Sep 2019
Meeting the needs of tomorrow’s client
As we move into a new era of investing, Desktop Broker’s Arnie Selvarajah finds client preferences are shifting and advisers need to move swiftly to keep up.
Insights 22 Oct 2018
Megatrends shaping the advice industry
Challenges such as fee pressure, regulation and increased competition are prompting advisers to rethink their service models.
Insights 20 Sep 2018
Rates Aren’t Moving Any Time Soon
When will interest rates rise? With property prices falling, low inflation and minimal wage growth there is no current catalyst for a rate hike.
Insights 27 Sep 2018
September Market Overview
In her September monthly review, Julia shares her insights on how to detect if the current bull market is coming to an end.
Insights 31 Aug 2018
August Market Overview
In her monthly review, Julia discusses banks repricing their morgage books and shares her insights on which sectors are under pressure given recent political risk.
Insights 26 Jul 2018
July Market Overview
In her monthly review, Julia shares her insights on which stocks are well placed ahead of the reporting season and which sectors are overweight.
Insights 25 Jul 2018
Artificial Intelligence leads the way
In time, Artificial Intelligence will impact most parts of the sharemarket, including healthcare, media, entertainment, retail and more.
Insights 27 Jun 2018
June Market Overview: another year of positive gains
Julia shares her insights on how the Australian sharemarket performed this financial year and which stocks gained more than 200%.
Insights 22 Jun 2018
What to consider before choosing a managed accounts solution
Managed accounts are gaining popularity, if you’re yet to take the plunge, there are some important considerations before making the final selection.