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

10 Nov

Mawson signs 50 to new group

Financial planning dealer group Mawson Securities has signed up 50 life advisers into its fledgling second dealer group, Aurora Financial Planning, which offers financial...

Financial planning

10 Nov

Big end of town on top but loses momentum in Top 100

For the first time in five years, fund manager and bank owned dealer groups have dropped the number of planners and dealer groups they hold, according to this year’s Mon...

Financial planning

10 Nov

Adviser growth slows as industry matures

It was five years ago that the Top 100 Dealer Groups research first hit the financial services industry, tracking the changes of a growth industry. Jason Spits looks at t...

Financial planning

07 Nov

Fiducian opens funds to other wrap providers

Fiducian Portfolio Services (FPS) will offer its own range of funds to other wrap account providers after they posted strong performance in recent months....

Financial planning

06 Nov

Lowell Flinders Group unveils badged advice initiative

Financial planning group Lowell Flinders Group (LFG) has revealed ambitions of becoming a 'dealer of dealers' and is close to signing up a number of financial services gr...

Financial planning

04 Nov

Morningstar looks into portfolios with X-Ray

Morningstar will add a further overlay on its style box revealing the ownership and underlying stock holding biases of portfolios....

Financial planning

29 Oct

Super surcharge changes finally cross the line

The Federal Government’s push to reduce the superannuation surcharge and expand government co-contributions bore fruit as the Senate passed both measures yesterday after ...

Financial planning

29 Oct

Macquarie scoops Assirt service level awards

The Macquarie Group has stamped its name on this year’s Assirt service level awards, taking out top place in both the funds management and platform categories after comin...

Financial planning

29 Oct

IOOF loses case over client control

IOOF has lost a protracted case in the Supreme Court of Victoria in which two financial advisers alledged the group sold building society offices held by them to the Bend...

Financial planning

29 Oct

Life industry endures another tough quarter

Australia’s 40 registered life insurers have increased the total assets held collectively by nearly three per cent to $181.5 billion but lost out heavily on new premium i...