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
Difficulties in securing finance will deplete independent planner space....
The Bennelong Group will expand into the advisory space after taking a controlling interest in Melbourne-based wealth management and advisory firm Carnbrea & Co. ...
Planners leave amid FOFA pressure and institutional offers....
Better business insurance can be gained by engaging with insurance brokers. ...
The regulator permanently bans a planner and insurance broker in separate actions....
FPA states that professional status requires association membership....
Advisers unsure of what to charge for ongoing service ...
FPA will reconsider aspects of enshrinement if it fails to become law...
AMP will make it mandatory for nearly 2000 planners to be members of a professional association. ...
FPA chief executive officer Mark Rantall calls for planners to set industry moral compass....
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...