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

25 Nov

Lazard forms French connection

The Lazard group of investment banks and Credit Agricole, France's biggest retail bank, have formed an alliance between their equity capital markets ac-tivities....

Financial planning

24 Nov

Bid for NatWest heats up

The continuing takeover wrangle for British bank, National Westminster (Nat-West) is set to drag on with regulatory authorities putting a freeze on any ac-tion from two c...

Financial planning

19 Nov

Lowell plans for growth

Lowell Capital Ltd, the boutique Melbourne accountancy group will expand into financial planning by early next year according to managing director Paul Cowan....

Financial planning

17 Nov

US online brokers band together

Three major US discount brokers will form an online investment bank to secure a larger slice of the initial public offerings (IPO) market....

Financial planning

17 Nov

Integrate Web into planning business

The creation and maintenance of a web strategy should not be regarded as separate strategy in a financial planning business but rather one which sits alongside mar-keting...

Financial planning

11 Nov

Small funds represented

A new superannuation industry group to represent smaller superannuation funds has been officially launched....

Financial planning

02 Nov

ASFA calls for super review

Superannuation and retirement savings should be the subject of a federal government review, according to the Association of Superannuation Funds of Australia (ASFA)....

Financial planning

28 Oct

Risk Tolerance: negotiating the bends

Matching clients’ investments to their risk tolerance levels is increasingly becom-ing an important part of financial planning. Jason Spits explains why....

Financial planning

28 Oct

Mutuals unstuck by CGT changes

US mutual funds will have some more work to do as part of their roll out in re-sponse to the capital gains tax (CGT) provisions incorporated in the Ralph Review....

Financial planning

28 Oct

AM, Mercer sever ties

AM Corporation and William M Mercer have pulled the plug on their $130 million joint venture master trust and $105 million fund set up in June 1996....