Jason Spits

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News by this author

Financial planning

28 Aug

Macquarie has rolled the latest development of its wrap account which it claims will negate the need for do it yourself (DIY) superannuation funds....

Financial planning

20 Aug

Slack stands down as MD

Portfolio Partners founder and joint managing director David Slack will step down from overall management of the group to lead the investment strategy part of the group....

Financial planning

17 Aug

US market a good investment

Financial planners should look to the US for investment opportunities according to Seligman International regional director for Asia, Joseph Lam who says that market is s...

Funds management

16 Aug

State Street rolls out ETF

State Street Global Advisers (SsgA) will roll out its first two exchange traded funds (ETF) for the local market this afternoon....

Financial planning

14 Aug

New dealer rejects consolidation model

A group of 10 accounting and financial planning firms have teamed together to create a new planning group, Investment Taxation Services (ITS)....

Financial planning

09 Aug

ASIC revokes licence of Harts subsidiary

Financial planning group Harts Australasia has taken another hit after a subsidiary of the group had its dealers licence revoked by the Australian Securities and Investme...

Financial planning

07 Aug

Tynan Mackenzie expands offering and staff

Boutique financial planning group Tynan Mackenzie has expanded its offering to private clients by rolling out a wrap service and access to a range of diversified wholesal...

Financial planning

06 Aug

RSA rolls out new dealer, wrap and name

Royal & SunAlliance (RSA) will roll out a new dealer group and wrap account later this year as part of its ongoing plans to further integrate and expand its current range...

Financial planning

03 Aug

Assirt and Sealcorp under St George banner again

St George Bank has made moves to purchase the remaining 92 per cent stake of Wealthpoint, which would reunite the businesses of Sealcorp and Assirt under the St George ba...

Funds management

03 Aug

Colonial signs consultants for hedge funds

In preparation for the roll out of retail and wholesale fund of funds hedge funds later this year, Colonial First State has appointed as its hedge funds consultants, Harc...