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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
The Trust Company has delayed its planned takeover by Perpetual as it seeks a meeting with Equity Trustees to discuss how the latter calculated its cost synergy figures i...
The managed account market is set to expand with respect to both the numbers of offerings available and the number of providers in the space seeking to access planners an...
ASIC seeks industry input on a shift to higher knowledge and skills levels for planners. ...
Ibbotson will expand its presence into the retail financial advisory space as it seeks to sign more financial planning groups to its implemented model portfolios offering...
Final purchase price dependent on future earnings of scaled advice platform...
Provisio Technologies will offer its online advice tools to financial planners, expanding its user base from superannuation funds into the single and scale advice and pla...
Planners will be spoilt for choice as the battle for financial planning software moves from the desktop to the cloud, with new entrant OpenWealth set to launch an online ...
Former PIS managing director Robbie Bennetts has signed up with Beacon Financial Group, the entity formed by the merger of The Financial Link Group and Titanium Group and...
Financial planning software provider Midwinter has rewritten its planner offering and shifted it online, with users set to use a cloud-based application in place of deskt...
Financial advisers who focus on communication with clients benefit at the bottom line...
Analysis by this author
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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...