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.

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Financial planning

05 May

Industry trio launches retail distribution group

Former AMP Henderson Global Investors head of retail distribution Krystyna Weston has announced her return to financial services by teaming up with consultants Tom Collin...

Financial planning

05 May

The perils of past performance

There is no shortage of research, both anecdotal and academic which states that past performance is mixed blessing but any pursuit of it is bound to fail....

Financial planning

04 May

ASIC imposes audit visits on Bongiorno adviser

The Australian Securities and Investments Commission (ASIC) has ordered that a planner with the Bongiorno Financial Advisers group be prohibited from acting as a represen...

Financial planning

03 May

Morningstar signs first consulting client

Morningstar’s push into the area of investment consulting has drawn its first success with the Auswide master fund signing the managed funds research house to a three yea...

Funds management

29 Apr

Morningstar claims fund managers lack skill

Managed funds research house Morningstar is claiming managed funds are able to beat any given benchmark but few do so, due to a lack of manager skill....

Financial planning

29 Apr

Advance joins with Mellon in retail expansion

Advance Funds Management has signed an exclusive deal with the US based Mellon Global Investments to provide its products to the market in a sizeable retail expansion for...

Financial planning

29 Apr

APFS offers deal to risk houses

Associated Planners has approached a number of life insurance providers with a package deal in which the dealer group is seeking rewards for advisers who generate lower c...

Financial planning

29 Apr

Advance strikes annuity deal with Citicorp

Advance Funds Management has struck a distribution deal with Citicorp Life Insurance to offer the latter’s Fixed Term Immediate Annuity to advisers within the St George n...

Funds management

29 Apr

Boutiques by name…and by nature?

As the financial services industry heads into a new year a backward glance at 2003 shows that while it may have been the Year of the Horse, it was also the Year of the Bo...

Financial planning

29 Apr

FPA considers education provision stance

The Financial Planning Association (FPA) is reviewing the provision of education services and may even cease to offer courses according to chief executive Kerrie Kelly....