Jason Spits

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.

News by this author

Measurements of economic performance have been distorted and will continue to do so for the next few months according to Rothschild Australian equities associate director...

The Commonwealth Bank will wrap up the integration of the Colonial State Bank planners in two weeks, combining the two planning forces into one with a total planning forc...

Planners who consider using a wrap account to service clients should not promote the service itself but rather the benefits that it provides for clients according to Macq...

Financial planners will need to centre themselves at the heart of their clients financial needs in a bid to corner the markets they work in according to Undiscovered Mana...

Nearly half of Macquarie Financial Services’ 80 marketing and sales staff will be either redeployed or retrenched under an extensive restructure of the group’s sales and ...

Nearly half of Macquarie Financial Services’ 80 staff will be either redeployed or retrenched under an extensive restructure of the group’s sales and marketing functions....

Bridges Financial Services has signed up more than 115 credit unions to an exclusive five year deal to provide financial planning services to members....

Venture capital has attracted significant investor attention and stands to become a viable alternative asset class as inflows continue according to venture capital firm A...

Three of WM Mercer’s biggest hitters will leave the group and set up operations under the Hillross banner....

Three planners who left WM Mercer to join Hillross last week have agreed not to contact their previous clients as part of the move....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 5 days ago
moneymanagement logo