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Automating Health Insurance Sales, Back-Office, and Commission Accounting

NAIFA Advisor Today

Enrollment, quoting, customer management and engagement, and commissions are handled by disparate platforms that lack communication and may not be tailored to the industry's specific needs.

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Sorry, Home Sellers: The 6% Commission Isn’t Going Anywhere

Advisor Perspectives

But for nearly a century, there’s been one part of the process where haggling doesn’t fly: the 5% to 6% standard commission charged by US realtors. Negotiation is an essential part of buying or selling a home.


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NAPFA Updates Membership Standards to Allow for Some Commissions

Wealth Management

The membership organization for fee-only advisors will now allow for a de minimis amount of commission business, as long as it's relinquished.

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: NYC banking commission votes to halt city deposits at Capital One, KeyBank


New York City’s banking commission voted to freeze deposits at Capital One Financial Corp. All three members of the banking commission — which include the comptroller, mayor and finance commissioner — voted to take the action against Capital One and KeyCorp, which respectively held $7.2

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Raymond James to Pay $12.5M for 'Unreasonable' Commission Charges

Wealth Management

Raymond James will pay more than $12 million to settle charges of 'unreasonable commissions' on transactions, according to state regulators.

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#FA Success Ep 332: Transitioning From (A Father’s) Commissions-Based Practice To Fee-Based Planning As A G2 Advisor, With Liz Hand

Nerd's Eye View

Liz is the co-owner of Pleasant Wealth, a hybrid advisory firm based in Canton, Ohio that oversees $146 million in assets under management for 522 client households.

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Fiduciary Papers #14: It’s Time to End Commissions and Revenue Sharing

Ron A. Rhodes

It is possible that all commission-based compensation involving the sale of investment products, life insurance products, and annuities could be eliminated. And it would be right and just to do…