A is for Annual Rebalancing. Do your investors know why this matters?

Russell Investments believes in the value of an adviser . It is part of our corporate DNA. Delivering, communicating and elevating your value so your clients have a better chance at meeting their financial goals has never been more important. That’s why we’ll be sharing a deeper dive into our report on this topic.

Over the years that we’ve produced this report, we’ve found that it continues to grow in popularity because advisers tend to understand what we call the value struggle. Many advisers struggle to quantify their value, even though we see many industry studies like ours that do just that. This report looks to quantify the value an adviser brings in helping investors reach their long-term goals, and useful in elevating the conversation around the value of advisers. Over that same period, it feels like there has been an almost constant increase in investor demands. When it comes to hiring an adviser, investors want to know what they are getting for their money.

In our 2019 report, we see that planning, managing investor behaviour, and managing taxes are the key values that advisers provide to investors. Investors want a plan, they want a process that helps them stay disciplined, and they want a partner that helps them maximise their after-tax returns.