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Showing 1 - 3 of 3 results for "Julian Cappe"

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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