BDM

Financial planning

Top-performing business development managers are seeing bonuses of up to 90 per cent of their salary as new investment products and advisers’ usage of managed accounts me...

Financial planning

Business and practice development managers believe they are stretched too thin in working with high volumes of financial advisers and are dissatisfied with their roles an...

Financial planning

In a shifting landscape that includes limited advice models and a growing number of micro-AFSLs, business development managers face new challenges in connecting with advi...

People & Products

Elston Asset Management has hired Peter Vlachos to join the firm’s business development team....

image
People & Products

Scott Curtis has been appointed to its retail distribution team as business development manager, as the firm continues its expansion in the Australian retail market....

image
People & Products

WealthO2 has appointed Phil Anderson as national business development manager to meet growing demand for the company’s adviser platform alternative....

image
Financial planning

Considering Charis Campbell's commitment to community work, as well as her excellent work performance, her win as Young Achiever at the Fund Manager of the Year awards wa...

image
Financial planning

Being reliable, honest, responsive and creative is what makes a good business development manager (BDM), according to Chris Murphy from TAL, this year’s BDM of the Year....

image
Financial planning

All the finalists for the Money Management Fund Manager of the Year awards have been announced, recognising the best and brightest in the financial services industry....

image
Financial planning

The winners of this year’s Business Development Manager of the Year Award share their experiences and thoughts on what it takes to be a great BDM....

image
Funds management

Legg Mason has appointed Adam Muston as the company’s new national business development manager....

image
Funds management

BNP Paribas Asset Management has appointed Toby Coleman as senior BDM within its institutional business team....

image
Financial planning

While advisers may want to switch platforms, a practice’s choice of platform relies on the relationship with the BDM....

image
Awards

Helping financial advisers successfully adapt to new regulations and the changing landscape has led Joe Gennusa to win the BDM of the Year Award this year....

image
People & Products

Money Management has opened nominations for its Business Development of the Year award as part of its annual Fund Manager of the Year awards....

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 1 day ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 2 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago