Jason Spits

Jason has been writing on financial services since 1999 and has worked on a number of trade media titles in both a full time and freelance capacity. He joined Money Management in 2013 in the role of Senior Journalist.

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Financial planning

29 Aug

Tools will not rescue poor planning advice

Recently this title published an article by one of its columnists which questioned whether tools such as risk profiling were beneficial and what status they conferred on ...

Financial planning

26 Aug

Court orders Morningstar to respond to Rich’s claim

The long standing dispute between Morningstar and previous managing director Graham Rich has taken another step towards conclusion with Morningstar Inc and its directors ...

Financial planning

22 Aug

Platinum House opens its doors

Another group of financial planners have thrown their hat into the boutique financial planning market with the launch of Platinum House Financial Planning....

Financial planning

22 Aug

Associations cross swords over designations

The Association of Financial Advisers (AFA) and the Financial Planning Association (FPA) are set to clash after the AFA indicated that as part of its move to secure a des...

Financial planning

22 Aug

Chifley pay dispute ends as planners leave group

CHIFLEY Financial Planning will lose four of its planners after they decided to leave the group, ending a dispute over pay and averting further action by the planners....

Financial planning

22 Aug

Industry repairs should be first priority

While choice of funds makes its way back onto the agenda, TOM COLLINS says the issue of self interest must be tackled or the industry faces the possibility of further gov...

Financial planning

22 Aug

Solictor’s mortgages at the end of the line

At the start of last year, solicitor’s mortgages were the topic of much discussion, especially in the halls of the Australian Securities and Investments Commission (ASIC)...

Financial planning

22 Aug

ASIC takes action

Since February 2001 when the Australian Securities and Investments Commission (ASIC) announced it would conduct a review of solicitor’s mortgages schemes, ASIC has acted ...

Financial planning

20 Aug

Morningstar rates IOOF as mid range

Morningstar has released its business and management strength rating for IOOF and its funds management arm Perennial Partners giving the group a three out of five rating,...

Financial planning

15 Aug

PIS rolls out online system

Professional Investment Services (PIS) has purchased the first online practice management manual produced in Australia with plans to roll it out across its dealer group....