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CFS adopts advice consent solution

Colonial First State has partnered with Iress to help it comply with the newly introduced ongoing advice fee obligations.

Reinventing index investing | Money Management

Growing demand for affordable financial advice is powering appetite for a new breed of low-cost index funds as a core holding in portfolios, writes Bryce Quirk.

CFS to implement Iress blockchain advice fee consent tech

The solution captures fee consent for ongoing service fee agreements through Xplan and is validated through blockchain in a bid to reduce time spent on administration and data entry for advisers.

Colonial teams with Aussie research consultants to launch new managed accounts solution

Colonial teams with Aussie research consultants to launch new managed accounts solution
investordaily.com.au - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investordaily.com.au Daily Mail and Mail on Sunday newspapers.

Advice fee consent bulk of adviser workload

Advice fee consent bulk of adviser workload
moneymanagement.com.au - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from moneymanagement.com.au Daily Mail and Mail on Sunday newspapers.

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