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Advisers change lives. Here’s the proof.

New independent research reveals the measurable value advisers deliver and what clients value most.

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Overview Our 2026 research Five ways to explore VOA

Two ways to see the value advisers create

For almost a decade, the Value of an Adviser Formula has helped advisers articulate the value they create for clients.

It combines measurable financial benefits, including appropriate asset allocation, behavioural coaching and tax-smart planning, with the less measurable expertise and decision making that helps clients navigate life's most important financial decisions.

Our 2026 research

Clients expect more than investment returns. They want reassurance, confidence and guidance through increasingly complex financial decisions.

Our 2026 report draws on research with almost 1,000 Australians, including advisers, advised clients and non-advised investors, to reveal what people value in advice today and what it means for the future of advice businesses.

Reassurance is
reshaping the advice
conversation.

Clients are asking more of advisers than ever before, seeking confidence and control as they navigate more complex decisions.

seek advice for
reassurance about
financial security ahead of just 38% who seek advice for retirement planning.
0%
Source: Russell Investments' Value of an Adviser Report 2024.
of advised clients now rate their adviser a perfect ten out of ten up from 25% in 2025
0%
of advised clients rate their adviser as good or excellent value up from 84% in 2025 even as average annual fees rose to $5,235.
0%
of non-advised investors say they're very likely to use a financial adviser in future 48% of those expect to seek advice within the next two years
0%
 

Download the 2026 Value of an Adviser Report

See what almost 1,000 Australians told us about the changing value of financial advice.

Inside, discover:

  • What clients value most and where adviser perceptions differ
  • How expectations are changing across generations
  • Three priorities for advice businesses to help turn the research into action
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Five ways to explore the Value of Advice

Bring the research into your practice Want to know what the findings could mean for your business?

Talk to your Regional Manager about your clients, your value proposition or creating more capacity, and identify practical resources and next steps for your practice.

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Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.

On July 2, 2026, Russell Investments Group, Ltd. (“Russell Investments”) entered into a definitive agreement and plan of merger (the “Transaction”) pursuant to which Russell Investments will be acquired by a consortium led by B Capital Group Management, L.P. that includes California Public Employees Retirement System. The Transaction is expected to close by the end of Q1 2027, subject to the receipt of regulatory approvals and other customary closing conditions.

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