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Showing 1 - 6 of 6 results for "Dougal Guild"

Confidence in a 'comfortable' retirement nears lows

ANDREW MCKEAN  |  THURSDAY, 10 NOV 2022
... to concerns regarding medical treatment cost increases, and rising inflation. Investment Trends research director Dougal Guild commented: "In addition to relying on the government Age Pension, we are starting to see non-retirees making plans to reduce ...

Former AUSIEX chief to join Investment Trends

CHLOE WALKER  |  FRIDAY, 21 OCT 2022
... economic conditions prioritise liquidity, protection, and high-yield products. Investment Trends research director Dougal Guild said that with interest rates on the rise, the proportion of new client money going into cash, term deposits and other fixed ...

Increasing number of advisers look to self-licence

JAMIE WILLIAMSON  |  MONDAY, 5 SEP 2022
... efforts on acquiring and retaining higher value clients," Investment Trends said. Also commenting, research director Dougal Guild said: "Overall, practices' net profit margins are moving in the right direction. "Advisers are refocusing efforts on new ...

Competition for adviser relationships fierce: Report

ANDREW MCKEAN  |  MONDAY, 15 AUG 2022
... from 34% in 2021) and provide reliable technology (43%, up from 30% in 2021). Investment Trends research director Dougal Guild said: "While the longer-term trend in net inflows is promising, the competition for adviser relationships is fierce in an already ...

Advice firms to spend $70k more on technology: Report

JAMIE WILLIAMSON  |  WEDNESDAY, 10 AUG 2022
... advice preparation and implementation process more streamlined and effective," Investment Trends research director Dougal Guild said. However, he added, this comes with a need for greater integration and standardisation across solutions. The report found ...

SMSF client education a concern: Report

JAMIE WILLIAMSON  |  MONDAY, 27 JUN 2022
... pain point that advisers felt are holding them back from setting up more SMSFs," Investment Trends research director Dougal Guild said. "Advisers want to feel better equipped to educate current and prospective clients and are calling for content that ...
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