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

03 Aug

Doeke takes the reins at Zurich life

Lester Doecke has taken up the top life insurance job at Zurich Financial Services under a shake-up of the group....

Financial planning

03 Aug

IFSA Conference – Cross-selling chances go begging: Hagans

Most financial services groups have failed to cross-sell products to existing clients, according to Surfboard International managing director Don Hagans....

Financial planning

03 Aug

Keep it simple: Rickard

Simplifying managed funds is the key to getting investors purchasing them online, according to Commonwealth Securities director Paul Rickard....

Financial planning

03 Aug

Product News 03/08 – NRMA launches a hybrid

NRMA has rolled out a new income protection policy which makes use of agreed value and indemnity contracts within the same policy....

People & Products

03 Aug

Wheeler exits center stage at Lonsdale

Andrew Wheeler’s 15 year tender as the face of Lonsdale is about to come to an end as he takes a step back from day-to-day management of the dealer group....

Financial planning

02 Aug

Investors fail gearing test

Investors have failed to grasp the concept of gearing, even though the majority of wealthier clients gear into their own homes, according to former FPA president Russell ...

Financial planning

25 Jul

Doecke takes up top life post

Lester Doecke has taken up the top life insurance job at Zurich Financial Services under a shake-up of the group....

Financial planning

20 Jul

International News 20/07 – Migrant super advice under fire

An admission by two major UK public pension schemes that they wrongly advised thousands of immigrating clients has reignited the controversy over advice for immigrants to...

Financial planning

20 Jul

Cross-selling the key to success

Most financial services groups have failed to cross-sell products to existing clients, according to Surfboard International managing director Don Hagans. ...

Financial planning

20 Jul

Optimistic outlook for financial services

The financial services industry is expecting healthy profit growth this year, according to the Investment and Financial Services Association’s (IFSA) annual survey....