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

08 Nov

Navigator sale rumours point towards ING

NORWICH Union’s Navigator could be the next candidate for rationalisation in the Australian master trust industry after Money Management has learnt that Deutsche Bank is ...

Financial planning

08 Nov

Monitor Money moves over to Summit

The Monitor Money planning group will shift from its current investment platform, Assure, over to Summit after AXA senior management gave the deal its approval....

Financial planning

08 Nov

SMA seeks direct access to planners

SEPARATELY managed account (SMA) provider Direct Portfolio will move beyond its direct investor approach and seek financial planners who are willing to use the product wi...

Financial planning

05 Nov

Retail funds market drops again

The retail funds management industry has suffered its second consecutive quarter of decline dropping three per cent from $236 billion to $229 billion over the September q...

Financial planning

04 Nov

FPA to create separate education unit

The Financial Planning Association (FPA) will create a separate commercial unit to provide education and training to its members....

Financial planning

01 Nov

Sagitta bows out as Westpac opts for BT brand

Westpac wealth management group executive David Clarke yesterday confirmed what the financial services industry had long guessed ? the Sagitta name will be dropped in fav...

Financial planning

28 Oct

Stockford chair says strategy was lacking

Stockford chair Chris Riordan has attributed the group’s poor performance through 2001 and 2002 to the key issues of board instability, profit downgrades due to integrati...

Financial planning

24 Oct

Mohl hands over reins as IFSA chair

AMP chief executive Andrew Mohl has handed over the reins of chairman at the Investments and Financial Services Association (IFSA) to Queensland Investment Corporation ch...

Financial planning

22 Oct

Count rewards staff with options

The Count Financial Group has sought to reward its staff and franchisees with the allocation of more than eight million options at $0.40 a piece, worth a total of $3.26 m...

Financial planning

21 Oct

New blood for FPA board

Sarah Brennan, Leonie Henry, Corinna Dieters and Colin Scully are the new Financial Planning Association (FPA) board members after the association’s members were called u...