Tag: Fit-for-purpose

Fund Managers FY23 Survey Report Survey Report Here are the results of our annual survey that reveals the top 10 frustrations Brisbane CFPs have with investment fund managers. Their frustrations range from a lack of experience and expertise to poor performance and high fees. However, despite these challenges, CFPs are still seeking to partner with fund managers who can deliver value, transparency, and strong long-term returns for their clients.   What CFPs Want From Fund Managers CFPs are looking for experienced and stable investment managers who have a proven track record of generating strong returns for their clients. They want managers who are ambitious and focused on performing well, but who are also ethical and responsible in their…