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Showing 11 - 20 of 142 results for "BDM"

Advisers turning to cash, fixed income: Data

CHLOE WALKER | FRIDAY, 17 NOV 2023

... managers. Advisers are also advocating for a revival of traditional engagement models, favouring business development manager (BDM) visits, and in-person events like roadshows and conferences. "Advisers tell us they currently receive more contact from ...

NEOS named Life Company of the Year

CHLOE WALKER | FRIDAY, 17 MAR 2023

... Institute. In the client service team awards, NEOS Life was again announced Underwriting Team of the Year and also took out the BDM Team of the Year, whilst Zurich Australia won Claims Team of the Year. While congratulating both NEOS and Zurich, Beddoes ...

NEOS Life appoints sales, culture leads

JAMIE WILLIAMSON | WEDNESDAY, 10 AUG 2022

... went from being the new kids on the block, to market leadership in just three years and advisers have voted us number one in BDM/sales support team of the year for the past two years in a row," NEOS Life said. "Charl has been a vital part of building ...

AMG Super hires to distribution team

CHLOE WALKER | THURSDAY, 5 MAY 2022

... calibre joining AMG "ensures its industry leading service will be maintained to the highest standard". "Having a dedicated BDM team based in Melbourne is a key component to AMG's continued growth," Constable said. AMG chief executive Alan Hegerty ...

Zenith creates new QLD role

CHLOE WALKER | WEDNESDAY, 2 FEB 2022

... substantial business growth for Zenith and with increased demand from Queensland-based clients, the time was right for a dedicated BDM in the state," he concluded.

Boutique creates distribution lead role

KARREN VERGARA | TUESDAY, 7 DEC 2021

... Investors, Wu spent five years at abrdn, the majority of which was as director of wholesale sales. He also worked at NAB and ANZ in BDM roles and prior to that worked as a financial adviser at ipac, Gow Gates Group and Mercer. Quest AP director Christopher ...

GSFM hires new product manager

KARREN VERGARA | MONDAY, 29 NOV 2021

... Zealand markets. "She has a strong and well-connected network in Australia, which will similarly enable her to assist the BDM team in their activity nationally. Her local experience also means she is well versed in market requirements and the regulatory ...

Life Company of the Year named

ANNABELLE DICKSON | THURSDAY, 18 MAR 2021

... their products," he said. The Beddoes Institute's Adviser Survey provided the research for the Underwriting Award and the BDM/Business Support Award which NEOS won and the Claims Award which went to OnePath. Beddoes Institute director Rebecca Sheils ...

NEOS, ClearView lead satisfaction

ELIZABETH MCARTHUR | TUESDAY, 9 FEB 2021

... how insurers helped them navigate COVID-19, planners most often acknowledged premium relief for impacted clients, proactive BDM contact and streamlined online processes," Investment Trends associate research director King Loong Choi said. "Competitive ...

BDM salaries to drop

JAMIE WILLIAMSON | WEDNESDAY, 5 AUG 2020

... $200,000 and $270,000, while those on the insto side should expect anything from $250,000 to $330,000. Meanwhile, a senior BDM at an investment platform can expect to be paid between $140,000 and $190,000. Those working for a retail fund manager should ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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