POWERED BY MOMENTUM MEDIA
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
Consumers want advisers to be compliant but prefer advice focused on them and not on keeping the adviser out of trouble according to Centrepoint Alliance head, John de Zw...
Former Wealthsure clients win High Court appeal against damages split with ruling overturning previous decisions of lower courts....
More clients of financial advisers are receiving advice around philanthropic giving since the introduction of FOFA but planner still lack awareness of the benefits and ea...
ASIC has cancelled the AFSL of an foreign exchange provider after an investigation found it failed with its obligations, including making false and misleading statements....
Australians chose financial advisers for long-term planning and not investment performance according to a global survey....
Ahead of the Federal Budget, ISA has called for the freeze on the Super Guarantee to be lifted and the retention of default fund arrangements to boost super in retirement...
Financial advisers need to be sensitive to the emotional impact of providing aged care advice as well as being able to handle the financial and technical aspects of this ...
A financial planner has been ordered to surrender his passport following an ASIC request and investigation into alleged unauthorised withdrawals of client funds....
Midwinter will roll out a ‘digital advice framework’ offering stating ‘robo-advice’ was poorly understood and belonged in a wider advice provision model....
Planners who believe advice will remain face to face are being naïve and overlooking the level of digital engagement among consumers....
Analysis by this author
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...