GoodReturns | NZ’s financial adviser news-item centre

Time for a new commission model

Adviser Jon-Paul Hale says it's time to review how commission is paid when clients move to a new adviser.

Jon-Paul Hale

Mon, May 27th 2024 09:31AM

Servicing and Commissions

Digital Docs more stuff...

Digital document ~~security~~ insecurity

Digital Signatures and Fraud

Appalling insurance industry service levels

If you dive into the weeds, then expect to drown in the swamp, eventually

Nominated beneficiaries and estate processes

Smoker or non-smoker? Are you sure?

Passbacks - How do they work?

Qualifications and the Provider Messaging

Attestations, qualifications, and just general tick boxing

Privacy - Do we really understand it?

Authority Documents - What’s too far?

Let's talk about trust

Providers need to do the right thing when nobody is watching

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