Strong support systems give dealer group new insight
Strong support systems have helped Tandem Financial Advice (Tandem) encourage Insight Financial Services (Insight) to join its dealer group.
According to Insight director and principal Thomas Ilinkovski, Insight’s decision to move to Tandem will help the group pursue its vision for acquisition and growth.
“We are looking to build on our considerable expertise in retirement and investment planning, with the provision of high quality risk advice,” Ilinkovski said.
“We believe that Tandem is the only licensee that can offer the kind of front and back-office support that would allow us to do this efficiently.”
Earlier this year, Tandem engaged Strategic Consulting and Training (SCAT) and practice management consultants The Encore Group to develop an advice business framework offering comprehensive front and back-office to advisers within the Tandem network.
“The Tandem Advice Business Framework demonstrates our commitment to providing advisers with the services they really need and so fosters a genuine culture of advice,” Tandem director Andrew Doquile said.
“Joining Tandem gives Insight access to the Tandem Advice Business Framework, which offers robust support systems which enable advisers to deliver quality advice more efficiently.”
Doquile said he was delighted that Insight, formerly part of Financial Wisdom, would be joining the Tandem group.
“Insight is as committed to providing quality advice to clients as we are,” Doquile said.
Recommended for you
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.
