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

28 Oct

Perpetual's solid year

A solid performance over the past four years has culminated in a $203 million net profit in the year to June 30 for Perpetual Trustees....

Financial planning

28 Oct

Funds fail to meet needs

Fund managers and financial planners are not servicing high net worth clients ef-fectively and fail to meet their needs according to a Melbourne planner and portfo-lio ma...

Financial planning

28 Oct

US mutual funds hit a snag

US mutual funds still have their work cut out for them before they roll out their fund offering into the Australian market....

Financial planning

27 Oct

ASIC reviews super

Superannuation fund's annual reports, compliance and complaints procedures will come under scrutiny by the Australian Securities and Investments Commission (ASIC) as part...

Financial planning

27 Oct

Super focus for ASIC

Superannuation fund's annual reports, compliance and complaints procedures will come under scrutiny by the Australian Securities and Investments Commission (ASIC) as part...

Financial planning

27 Oct

Citigroup nabs senior treasury official

Former US Treasury Secretary Robert Rubin is to join the world's largest financial services group, Citigroup, as a board member and chair of its executive committee....

Financial planning

26 Oct

Investors fear telco bubble

European investors are becoming increasingly concerned at the high concentration of investment in telecommunication bonds....

Financial planning

21 Oct

AM Corp split with Mercer

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....

Financial planning

21 Oct

BDM -more than just brochures

The changing face of Australia's financial services and those using them has meant the role of the financial planner is greater than ever. As a result if the sale pitches...

Financial planning

21 Oct

AM Corp split with Mercer

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....