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Showing 1 - 10 of 38 results for "Investment Trends head"

Platform cybersecurity, service quality now advisers' deciding factors

MATTHEW WAI  |  FRIDAY, 27 FEB 2026
... four categories. Macquarie Wrap led in cybersecurity, while Netwealth ranked first in service. Commenting, Investment Trends head of research Julian Cappe said platforms need to acknowledge these factors to be ahead of their competitors. "Cybersecurity ...

Preparing earlier boosts average super balance by over $250k: Brighter Super

MATTHEW WAI  |  FRIDAY, 5 DEC 2025
... act early, seek advice, and build the confidence they need to retire well," McSpadden said. Meanwhile, Investment Trends head of research Julian Cappe said super funds will need to provide better solutions to tackle the knowledge gaps to improve retirement ...

Advisers acquired 300k new clients in 2025: Report

KARREN VERGARA  |  MONDAY, 1 DEC 2025
... population, irrelevant of gender, with unmet needs split between 7.8 million men and 8.1 million women," Investment Trends head of research at Julian Cappe said. "Australians are showing they want to work with advisers who deliver that clarity - it's ...

Advice take up falls amid decade-low retirement confidence

MATTHEW WAI  |  FRIDAY, 15 NOV 2024
... time, the number of pre-retirees saying they feel unprepared has increased 7% in the past year to 47%. Investment Trends head of research Irene Guiamatsia said that in response Australians are typically changing their retirement plans and contributing ...

Pre-retirees expect less reliance on Age Pension: Investment Trends

KARREN VERGARA  |  TUESDAY, 17 SEP 2024
... home (9%), and other (8%). "There's a clear gap between expectation and reality, on a few levels," Investment Trends head of research Irene Guiamatsia said. Whether it's the actual income required, the mix of funding sources to generate that income ...

Adviser profits up despite client loss: Investment Trends

KARREN VERGARA  |  TUESDAY, 30 JUL 2024
... best-in-class advisers attribute their success to stringent cost discipline and strategic fee increases, Investment Trends head of research Irene Guiamatsia said. "Fee increases have provided a strong foundation for the rise in practice profitability ...

SMSFs thrive amid ATO compliance complications

MATTHEW WAI  |  THURSDAY, 25 JUL 2024
... year ago, resulting in a ratio of around 20 self-managed super fund (SMSF) clients per SMSF specialists, Investment Trends head of research Irene Guiamatsia told the SMSF Association Technical Summit. According to the Investment Trends 2024 SMSF Adviser ...

ETFs trump active managed funds in core portfolios

KARREN VERGARA  |  THURSDAY, 11 JUL 2024
... (ETFs) over active, unlisted managed funds as a core building block in clients' portfolios. According to Investment Trends head of research Irene Guiamatsia, advisers' willingness to equally consider using a mix of passive and active investments ...

Aussies underestimate life insurance's importance: Investment Trends

ANDREW MCKEAN  |  TUESDAY, 30 APR 2024
... the need for the industry to bolster the perceived value of life insurance in one's financial portfolio," Investment Trends head of research Irene Guiamatsia said. The report also revealed that a robust brand reputation is the foremost consideration ...

Unmet financial advice needs affect millions in Australia

ANDREW MCKEAN  |  FRIDAY, 8 MAR 2024
... advice, with the most demand for guidance on investment strategy, longevity risk, and superannuation growth. Investment Trends head of research Irene Guiamatsia said that despite these barriers, the perceived value of financial advice is high, with over ...
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