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Showing 1 - 5 of 5 results for "Julian Cappe"

Retirement confidence slides in Australia

VINNY VUCAGO  |  MONDAY, 6 JUL 2026
... Queensland pre-retirees felt prepared for retirement versus 31% across Australia. Investment Trends head of research Julian Cappe said Queensland continued to perform better than the national average, while Brighter Super member reported even stronger ...

FEATURE | Member engagement | On the ball

KARREN VERGARA  |  TUESDAY, 23 JUN 2026
... FY23, sponsorship expenditure went up by 11%. Compared to four to five years ago, Investment Trends research director Julian Cappe says while member engagement has improved, overall, it is still quite low. "One key issue with surveying engagement is ...

Platform cybersecurity, service quality now advisers' deciding factors

MATTHEW WAI  |  FRIDAY, 27 FEB 2026
... 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 and service are no longer ...

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

MATTHEW WAI  |  FRIDAY, 5 DEC 2025
... 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 confidence. "The ...

Advisers acquired 300k new clients in 2025: Report

KARREN VERGARA  |  MONDAY, 1 DEC 2025
... 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 becoming the true differentiator ...
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