Insights from Insignia’s Cable Rickard on evolution, expansion, and industry adaptation

The ifa Show

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7M ago 21:35

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On this week’s episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Cable Rickard, general manager of Wrap Solutions and Product Integration at Insignia Financial, to discuss the evolution of Insignia Financial, the impact of recent acquisitions, and the future of their flagship platform, Expand. Tune in to hear insights on how Insignia is navigating industry changes, enhancing client service, and leveraging technology to stay ahead in the financial advice landscape.

You’ll learn:

How significant acquisitions have shaped Insignia.
Insights into Expand, Insignia’s flagship proprietary platform, its features, and its growth since its launch in 2019.
How Insignia is responding to market changes, including regulatory impacts.
Rickard’s vision for the future of Expand and about Insignia’s ongoing commitment to enhancing their platform and services to meet advisers’ evolving needs.

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