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

17 Sep

The research ownership question

VAN Eyk Research has enjoyed a long and illustrious reputation in financial services industry and deservedly so....

Financial planning

17 Sep

Van Eyk sells stake to consortium

VAN EYK Research has expanded the number of shareholders in the group, boosting the level of external ownership of the research house to 32 per cent....

Financial planning

12 Sep

Super in good shape despite setbacks

Compulsory choice of funds in superannuation is not only a contradiction in terms but will also be defeated if investors chose to use a default fund, which is usually an ...

Financial planning

12 Sep

High net worth is not where its at

The search for high net worth clients is misguided and is in part based on the large fees and commissions planners can draw from them which reflects a present focus on bu...

Financial planning

12 Sep

Education: now the hard work begins

The deadline to comply with the minimum standards of Policy Statement (PS) 146 have come and gone and from all accounts the industry has done well with most planners prov...

People & Products

10 Sep

Morgan to leave Perpetual

Perpetual senior portfolio manager Peter Morgan will leave the group at the end of next month with John Sevior to take on the role of head of equities as of today....

Financial planning

06 Sep

Farrelly takes time out after Macquarie reshuffle

The head of Macquarie Adviser Services, Tim Farelly, will take a six month break from the industry after Macquarie Financial Services Group (FSG) announced a major restru...

Financial planning

29 Aug

Individually managed accounts hindered by low entry levels

Individually managed accounts lose their ability to provide value to investors as they become easier to access with lower up front investment levels according to Forreste...

Financial planning

29 Aug

AXA picks up stake in boutique

AXA has scored a minor coup with its purchase of Ipac by also picking up a 30 per cent stake in boutique financial planning group Tynan Mackenzie....

Financial planning

29 Aug

Van Eyk sells stake to consortium of industry figures

Van Eyk Research has expanded the number of shareholders in the group which will boost the level of external investment in the research house to 32 per cent....