Powered by MOMENTUM MEDIA
moneymanagement logo
 
 

Tandem rolls out adviser support system

advisers/

22 June 2006
| By Liam Egan |

TandemFinancial Advice has contracted consultants Strategic Consulting and Training (SCAT) and Encore Group to roll out its Advice Business Framework (ABF) back and front-office support solution to its advisers.

SCAT will train selected advisers on the ABF front-office functions and Encore Group will concentrate on the back office, according to Tandem general manager Andrew Doquile.

He said the implementation of the ABF “demonstrates Tandem’s commitment to providing our advisers with the services they really need to foster a genuine culture of advice”.

“Planners are advice specialists, but are constantly impeded in the delivery of that advice by onerous back-office tasks, and they rarely have the time to fully develop their front office.”

He added that it is “imperative planners have a systemised back office in the post-FSR environment, in order to deliver on their client proposition”.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 days 22 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 weeks 6 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

4 weeks 1 day ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

5 days 16 hours ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND