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.
