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

24 Jul

Boonzaier to step down at Tower…

Long serving Tower Limited group managing director James Boonzaier has announced his retirement after being with the group for 12 years and will leave at the end of July....

Financial planning

24 Jul

ING to merge dealer groups

ING will merge its nine distribution outlets into three dealer groups, with RetireInvest the only brand to retain its name and identity after the shakeup....

Funds management

23 Jul

Fund managers head offshore

Fund managers have thrown their support behind independent research trips with a number set to join a group of planners heading to the US and the UK later this year....

Financial planning

23 Jul

All planning advice should be holistic

ANY discussion of estate planning or risk insurance routinely brings out the term ‘holistic planning’....

Financial planning

23 Jul

ISG to merge into newly formed Centrestone

INVESTOR Security Group (ISG) owner and director Robert Keavney has teamed up with Malcolm Turnbull to launch a new planning group aimed at the high-net-worth end of the ...

Financial planning

23 Jul

Financial planners enlist union aid in pay dispute

FINANCIAL planners with the Chifley Financial Services group will head to the Industrial Relations Commission after unions threw their full support behind the planners in...

Financial planning

22 Jul

Credit unions merge planning arms

Western Australian credit unions, State West and Health Credit, will merge their financial planning arms as part of a wider merger of the two groups....

Financial planning

22 Jul

Beware of the shortfalls of technology

TECHNOLOGY has moved from the days of being an optional extra to being a core part of every planning business and dealer group....

Financial planning

22 Jul

Client education is not a simple matter

AT A RECENT Financial Planning Association (FPA) lunch held in Sydney, the head of the Australian Consumer Association (ACA) Louise Sylvan said the benchmark level of und...

Financial planning

22 Jul

Who will really end up footing the bill for the FSRA?

Who will pay for the costs of implementing the Financial Services Reform Act is a question that has been lost in the noise of the rollout of the Act. JASON SPITS examines...