Jason Spits

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While this year’s Top 100 dealer survey does not feature any large acquisitions there was plenty of action still occurring among those who scored a place in the rankings....

An examination of the Money Management Top 100 dealer’s survey rankings would suggest that the industry has shifted from a time of deals and jockeying for position to a t...

In recent weeks the Australian Securities and Investments Commission (ASIC) has been particularly active in the prosecution of its duties in the financial services indust...

AM Corporation has won the tender to manage the Optus employee superannuation fund beating out seven other contenders to manage the 9000 member fund....

Royal and SunAlliance Financial Services has boosted its Queensland presence with the addition of three new business development managers operating out of the state and t...

Putting together the data needed to compile the Money Management Top 100 dealer’s survey is not always a simple task. As such it is not something all dealer groups are pr...

AMP Financial Planning has taken out the top placing in the annual Money Management Top 100 Dealer’s Survey for the third year in a row with 1548 planners recorded on its...

ING has made moves into the socially responsible investing (SRI) market with the launch of two wholesale funds which are being made available to the retail market through...

BT Financial Group’s uneasy relationship with master trusts and wraps has taken another turn with news it is to offer its wrap service directly to advisers for the first ...

Norwich Union’s Navigator master trust has taken out the top honour in the premier service level awards for retail financial services....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 3 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 1 day ago
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