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

22 Jul

About the Technology Report research

THE Money Management Technology Report is based on a survey undertaken by The Tom Collins Consultancy and includes providers of technology in the areas of financial plann...

Financial planning

22 Jul

CPA Australia drops move to financial services licence

CPA Australia, one of two accountancy bodies in Australia, will not proceed with its plans to gain a financial services licence claiming that the commerical nature of the...

Financial planning

22 Jul

Colonial gets its Mann

Colonial First State has recruited John Mann, the previous head of marketing at Invesco, for the role of head of brand and advertising....

Financial planning

22 Jul

Monitor Money buys Chifley files for $4.25m

CHIFLEY Financial Planning and Monitor Money have finalised a deal in which $100 million of Chifley client files have been sold to Monitor Money for $4.25 million....

Financial planning

22 Jul

Managers vie for $600m Super Solution product

Norwich Union will decide by the end of July which of four asset consultants will manage the pre-mix investment option of its Super Solutions product....

Financial planning

17 Jul

Macquarie, BT lead platform inflows

Macquarie Wrap Solutions has claimed the top place in funds inflows for discretionary master trusts and wraps after recording inflows of $1.2 billion during the March qua...

Financial planning

12 Jul

ISG to merge into newly formed Centrestone

Investor Security Group (ISG) owner and director Robert Keavney will team up with Malcolm Turnbull to launch a new planning group aimed at the high net worth end of the m...

Financial planning

08 Jul

Alternatives can come in from the cold

The rise of the alternative investment sector has been going on for about the past 18 months and has been driven primarily by the threats of low return environments....

Financial planning

04 Jul

Skandia starts life group in China

Skandia will expand its operations into China after signing a joint venture with a Chinese company to start a joint benture life assurance company in China....

Financial planning

01 Jul

Tower merges distribution arms

Tower Financial Services will merge the distribution arms of its life investments and trustee (portfolio management) operations into one group from today....