New enhancements to Expand, CFS Edge
Insignia Financial (Insignia)'s flagship platform Expand Essential has made enhancements to its menu, while Colonial First State (CFS) has added new options to CFS Edge.
Source: financialstandard.com.au
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Managed accounts viewed as a safe option for PY candidates
Managed accounts can be a benefit for advisers in their professional year, according to experts, as they pose a lower compliance burden and improved risk management.
Source: moneymanagement.com.au
Colonial First State previews new MA offering
Colonial First State (CFS) has revealed its new managed accounts offering, to be made available on the newly launched Edge platform.
Source: financialstandard.com.au