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
Non-aligned planners can vertically integrate but not by using current business models....
Planners are losing opportunities to offer scaled advice at lower costs by using traditional modelling software....
FPA gives research and marketing materials to FPSB members to promote CFP designation...
SMSF push results in purchase of Victorian practice....
Hayes Knight NSW has sold stakes in its planning, accounting and superannuation administration business to Easton Investments....
Victorian planner ordered to pay back funds while Perth adviser faces fraud and stealing charges....
Non-aligned advice can compete and grow but needs to shift focus away from asset management....
Software upgrades to boost scaled advice opportunities....
Convenience of cloud storage overlooks need to keep client files secure....
Adviser sentenced to jail and permanently banned from providing financial services....
Analysis by this author
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...