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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 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 7 Oct 2019
Ready to take the managed accounts plunge? Read this first.
As managed accounts gain popularity, advisers have increasingly sought suitable solutions for their firms. If you’re yet to take the plunge, there are some important considerations before making the final selection, writes Arnie Selvarajah, CEO of Bell Direct – powering Desktop Broker.