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Showing 1 - 10 of 28 results for "Bryce Quirk"

Advisers want to boost client book by 36%: CFS

KARREN VERGARA | MONDAY, 24 NOV 2025

... the confidence to scale sustainably and achieve their growth ambitions," he said. CFS group executive distribution Bryce Quirk commented that advisers want to serve more clients and streamline operations, yet capacity constraints are rising. "This highlights ...

CFS, Wellington Management team up on new fund

ELIZA BAVIN | MONDAY, 8 SEP 2025

... World Small Cap Net Index over rolling three-year periods, before fees and taxes. CFS group executive distribution Bryce Quirk said CFS has enjoyed a long and successful relationship with Wellington over many years. "We are pleased to once again be working ...

CFS prices advice practice valuation gap at $1.1m

KARREN VERGARA | MONDAY, 11 AUG 2025

... system make it much easier to transition the business to a new owner," West said. CFS group executive for distribution Bryce Quirk commented: "This presents a significant opportunity for the industry to enhance business value. With established practices ...

CFS expands managed accounts offering

MATTHEW WAI | WEDNESDAY, 13 NOV 2024

... spreading risk across different countries, sectors, and asset classes. Further, CFS group executive, distribution Bryce Quirk added CFS Edge was designed with managed accounts at its core. "These new options give advisers and their clients easy direct ...

Colonial First State launches new offering to advisers

CHLOE WALKER | MONDAY, 12 FEB 2024

... of national events and webinars, supplemented by masterclasses from top experts. CFS group executive, distribution Bryce Quirk stated that CFS 10X will offer advisers opportunities to help them achieve their goals. "This year CFS will be using research ...

CFS Edge launches Cboe products

CHLOE WALKER | FRIDAY, 19 JAN 2024

... advisers and their clients for access to breakthrough investment options." Meanwhile, CFS group executive, distribution Bryce Quirk said the partnership serves to provide further depth to CFS Edge. "As advisers seek to build client portfolios designed ...

New enhancements to Expand, CFS Edge

CHLOE WALKER | THURSDAY, 14 DEC 2023

... suitable for a wide range of clients, from accumulators to high-net-worth individuals," CFS group executive distribution Bryce Quirk said. "Advisers can blend low-cost solutions with sophisticated investment options in a single account, allowing them ...

Wealth firm awards CFS Edge mandate

KARREN VERGARA | MONDAY, 6 NOV 2023

... August, Edge is the third platform CFS has on offer, together with FirstChoice and FirstWrap. CFS group executive Bryce Quirk said "the new relationship with Viridian cements CFS Edge as a platform of choice for high quality and client-focused advice ...

CFS Edge adds 25 managed accounts to menu

STAFF WRITER | MONDAY, 23 OCT 2023

... can provide an improved investment experience for advisers and their clients," CFS group executive - distribution Bryce Quirk said. "Utilising best-of-breed portfolio management capability and investment strategies, managed accounts on CFS Edge are designed ...

Colonial First State previews new MA offering

CHLOE WALKER | WEDNESDAY, 6 SEP 2023

... through low-cost and flexible solutions. "The Accelerate Series is a game-changer," CFS group executive, distribution Bryce Quirk said. "Not only are investments offered with transparent and institutional pricing, but we will also waive the percentage-based ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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