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.

View articles by Jason

Jason 's social profiles:

News by this author

Financial planning

06 Dec

Equity returns hide danger signs

Equities are back and like clockwork so is investor interest, with investors returning to shares from defensive asset classes such as property and cash after the exodus o...

Financial planning

06 Dec

Colonial adds to options and cuts price

Colonial First State will reduce the fees on the First Choice investment platform and introduce 12 further investment options including a boutique multi-manager option fr...

Accounting

06 Dec

Groups stonewall accountant super grab

The Financial Planning Association (FPA) and the Investments and Financial Services Association (IFSA) have moved to head off a further bid by accountants to get a larger...

Financial planning

08 Oct

Growth funds claw back lost returns

Growth managers have come back to form after returning 11.5 per cent for the 11 months ending May turning around the negative returns of the previous two years....

Financial planning

13 Aug

Technology brings it all together for advice

The desktop of the financial planner has become a crowded place as portfolio modelling, client management and planning and compliance tools each stake their claim for a p...

Financial planning

13 Aug

Making models make sense

Model portfolios have been positioned as the tool advisers use to allocate assets and create investment scenarios for clients but are they a reliable replacement for doin...

Financial planning

23 Jul

Advisers depart as top ten feel the pinch

If confirmation of the ‘cleansing’ nature of recent regulatory and legislative changes was needed then this year’s Top 100 Dealer Groups will provide clear evidence with ...

Financial planning

23 Jul

FirstChoice to offer wholesale pricing

Colonial First State (CFS) will offer wholesale pricing on its investment platform FirstChoice with an average total fee of 1 per cent....

Financial planning

23 Jul

Push for common risk forms

Risk insurance advisers have thrown their support behind a push for the adoption of a common risk insurance applicaton form being spearheaded by Associated Planners risk ...

Financial planning

12 Jul

Risk houses lose out in pension reversal

Complying pensions within SMSFs have been given a year long reprieve after widespread industry and community protest. Jason Spits looks at how the change came about and w...