Jason Spits

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News by this author

Financial planning

16 Oct

From good to gone, the numbers tell a new story

While this year’s Top 100 dealer survey does not feature any large acquisitions there was plenty of action still occurring among those who scored a place in the rankings....

Financial planning

16 Oct

Large and small players take the high ground

An examination of the Money Management Top 100 dealer’s survey rankings would suggest that the industry has shifted from a time of deals and jockeying for position to a t...

Financial planning

11 Oct

Industry should clamp down on accepted wrong practices

In recent weeks the Australian Securities and Investments Commission (ASIC) has been particularly active in the prosecution of its duties in the financial services indust...

Superannuation

11 Oct

AM Corp wins Optus super tender

AM Corporation has won the tender to manage the Optus employee superannuation fund beating out seven other contenders to manage the 9000 member fund....

Financial planning

10 Oct

RSA expands Queensland team

Royal and SunAlliance Financial Services has boosted its Queensland presence with the addition of three new business development managers operating out of the state and t...

Financial planning

04 Oct

Silence is not always golden

Putting together the data needed to compile the Money Management Top 100 dealer’s survey is not always a simple task. As such it is not something all dealer groups are pr...

Financial planning

04 Oct

AMP holds onto Top 100 spot for third year

AMP Financial Planning has taken out the top placing in the annual Money Management Top 100 Dealer’s Survey for the third year in a row with 1548 planners recorded on its...

Financial planning

02 Oct

ING to offer SRI funds

ING has made moves into the socially responsible investing (SRI) market with the launch of two wholesale funds which are being made available to the retail market through...

Financial planning

02 Oct

BT offers wrap service to independents for first time

BT Financial Group’s uneasy relationship with master trusts and wraps has taken another turn with news it is to offer its wrap service directly to advisers for the first ...