Top financial planner Fiona Judd is leaving Broadbase Waikato to join a relatively new firm SAM (Strategic Asset Management).
Judd, who won the 2002 Financial Planner of the Year Awards, says she decided to join SAM as its philosophy fitted neatly with hers.
Judd is a firm believer in strategic asset allocation and sticking to it, as opposed to tactical asset allocation
She says her departure from Broadbase is amicable.
"There's nothing that has frightened me out of Broadbase," she says. "SAM has driven me to them."
Judd says although she will be part of SAM, she will still run her own business.
SAM, which was established by Alex Fowler, uses research from US firm Ibbitsons.
