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

20 Oct

ASIC caps off big week

The Australian Securities and Investments Commission (ASIC) has capped off a busy week after requesting an investment advisory group to notify clients regarding incorrect...

Financial planning

16 Oct

IWL increases stake in Sanford

IWL has struck a deal to boost its stake in online broking group Sanford, moving up from around 5 per cent to nearly 10 per cent with options to further increase the stak...

Financial planning

14 Oct

Sealcorp sells off Wealthpoint name

Sealcorp Holdings has announced that it has sold off the Wealthpoint name and fully reabsorbed Assirt Research bringing the ownership of the latter full circle after it w...

Funds management

13 Oct

International equities to dominate in 2003

International equities will once again rise to the the top in terms of investments performance with an expected 13 per cent growth over the next year, outstripping domest...

Financial planning

09 Oct

Life houses to give planners full attention

The life insurance industry has continued with its moves to become more profitable and the news is good for planners. JASON SPITS examines what senior executives are plan...

Financial planning

07 Oct

Steady as it goes is the message

IF THERE was one phrase to illustrate what this year’s Top 100 has revealed, it would have to be “steady as it goes”....

Financial planning

03 Oct

Why is disclosure still a hot issue?

IN THE middle of last week, the Australian Securities and Investments Commission (ASIC) released a report which was a review of the disclosure of fees and charges within ...

Financial planning

03 Oct

Boutique group rolls out Next IMA

NEXT Financial will become the first non-institutional group in Australia to roll out individually managed accounts (IMAs) and the second to offer them to financial plann...

Financial planning

30 Sep

ASIC moves on past performance figures

The Australian Securities and Investments Commission (ASIC) says the use of past performance figures in advertising should include a five year return figure, be calculate...

Financial planning

26 Sep

Lowell Flinders looks to expand

LOWELL Flinders, the dealer group headed up by long-standing industry figure and former Financial Planning Association (FPA) chair John Godfrey, is seeking to expand and ...