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.

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by ifa news editor Keith Ford following the first Compensation Scheme of Last Resort payments being made to discuss how the scheme is impacting the advice profession.

The pair delve into the details behind the CSLR, including how the scheme works and why advisers won’t be on the hook for claims related to mortgage brokers, as well as breaking down the shadow financial services minister stepping up his criticism of the government’s handling of financial advice reforms.

Listen as they discuss:

• Why financial advisers are considering a boycott of the CSLR – and why it is a risky prospect.
• The letter that advisers are sending to their local members to protest unfair treatment.
• Whether the opposition would actually offer a better alternative.

In this episode of The ifa Show, hosted by Keith Ford, Hans Egger, managing director of Astute Wheel, delves into the importance of client portals for financial advisers.

The discussion centres on the benefits of using client portals to enhance data security and improve the overall client experience.

The pair discuss:

• The critical role of client portals in protecting sensitive financial information from cyber attacks, reducing risks associated with email communications.
• How client portals improve the client experience by facilitating pre-meeting information gathering and offering an intuitive, user-friendly interface.
• How a detailed audit trail of interactions and document exchanges aids in compliance and provides a clear record of all activities related to client accounts, and more.