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
ASIC will investigate former financial advisers with the Macquarie group which is to contact 160,000 clients who received advice over the past decade about the possible p...
Equity Trustees chief investment officer George Boubouras will leave the business following an internal strategic review of the group's operations asset management functi...
The regulatory or consumer benefits for superannuation funds to report portfolio holdings has not been demonstrated by the Federal Government according to a leading legal...
FOS claims it will have eliminated its backlog of cases by 2015 but was struggling to get 22 financial services providers to pay more than $10 million in unpaid determina...
Planner loyalty to platforms is being tested by fees and the freedom for planners to choose their own platform with two banks continuing to dominate the space...
High net worth clients are willing to pay well for scalable advice with their demands indicative of future advice and investment trends....
Changes to FOFA amendments agreed between the Government and PUP will act as levers against a planner in a dispute with a client....
Clients of financial planners are not interested in volatility or risk but the level of loss they may face from the advice they receive....
Centrepoint Alliance has set up an third financial planning group to operate alongside PIS and AAP launching the group at the start of the current financial year....
Licensees operating under AAP dealer services model will be offered succession planning, acquisition funding and client book purchasing support as part of a suite of new ...
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...