Voting opens for BDM of the Year 2007
Voting by financial planners for the BDM of the Year 2007 awards is now open.
This is the fourth year the awards have been held.
The finalists for the BDM of the Year Award were determined as being those people who were nominated by a number of individuals.
As in previous years, anyone within the financial services industry was eligible to nominate a BDM, however, only financial planners are now eligible to vote from the list of finalists (see Money Management homepage for voting form), which closes on January 19, 2007.
Financial planners are invited to score, on a scale of one to five (with five representing the highest score and one the lowest), the BDM they think best deserves the title ‘BDM of the Year’ across three categories:
* how helpful the BDM is with practice development;
* how well the BDM relates to the financial planner; and
* the BDM’s level of technical skills and product knowledge.
Finalists will be judged via a qualitative and quantitative process. The number of votes received by each candidate will be tallied and their aggregate scores calculated. Money Management will then interview those candidates in order to profile their achievements and history in the industry. This information will then be forwarded to a panel of industry experts who will determine the outright winner.
Money Management and Tribeca would like to thank everyone who nominated candidates for the BDM of the Year Award.
Recommended for you
Compared to four years ago when the divide between boutique and large licensees were largely equal, adviser movements have seen this trend shift in light of new licensees commencing.
As ongoing market uncertainty sees advisers look beyond traditional equity exposure, Fidante has found adviser interest in small caps and emerging markets for portfolio returns has almost doubled since April.
CoreData has shared the top areas of demand for cryptocurrency advice but finds investors are seeking advisers who actively invest in the asset themselves.
With regulators ‘raising the bar’ on retirement planning, Lonsec Research and Ratings has urged advisers to place greater focus on sequencing and longevity risk as they navigate clients through the shifting landscape.
