Financial advisors


Is it time to raise your game?

RISERI – An advisor-centric experience providing premium investment and business solutions.

Helping advisors with:


Globally, we work to source the best investment ideas to help deliver real value, manage risk and gain new sources of return.

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We can help you transform and grow your business by focusing on what truly matters to your clients.

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Advisor Events

Join our portfolio managers, capital markets strategists and global leaders as they provide insights into asset allocation for alternatives and income strategies. Or attend a session to learn more about our business solutions.


Advisor conferences

Income and the Benefits of Alternative Strategies

Toronto –  May 6-8, 2020
Seattle USA –  September 23-25, 2020

For more information and RSVP call: 1-888-509-1792.
Registration is limited and subject to dealer head office approval.

Advisor roadshows

Asset allocation journey — Know your product

Halifax — March 3, 2020
Ottawa — March 31, 2020
Toronto — April 1, 2020
Montreal — April 2, 2020
Vancouver — April 15, 2020
Calgary — April 16, 2020

National Accounts
Quarterly Partner Updates*

Toronto — March 5, 2020
Toronto — October 7, 2020

*Please note these events are tailored to firm head office personnel/analysts.

Practice & Investments of the Future

Ottawa — June 1, 2020
Montreal — June 2, 2020
Toronto — June 3, 2020
Calgary — June 4, 2020
Vancouver — June 5, 2020

The Inheritance Tsunami

Richmond Hill — October 5, 2020
Halifax — October 7, 2020

Value of an advisor

Five key ways advisors deliver value in 2019

What is the value of a financial advisor in 2019? We break down the full value of an advisor's services in this easy-to-follow equation.

Demonstrate your value  Read the blog post

Product spotlight


Introducing Russell Investments Yield Opportunities Pool
A diversified approach to responsible income investing through specialist managers

Learn more

Multi-Factor Solutions

Discover our four cost-effective, actively managed multi-factor solutions  

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Recent insights

Hear from our experts on the issues our clients care about

Global Market Outlook

Outlook 2020: Cycle, Interrupted

Our forecast pushes the risk of recession into late 2021, giving equity markets modest upside potential for 2020. Find out why we think the proverbial hourglass is on its side for the time being.

2020 Global Market Outlook

We are a leading investment solutions partner, dedicated to improving people's financial security.

Our approach

Put a selection of the world's leading investment managers to work for you.

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Our people

We are passionate about exceeding client expectations.

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Our clients

We proudly serve some of the world's most iconic investors

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Our history

Innovation has been part of our DNA since our story began in 1936.

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We are proud to support equality and diversity in the workplace.

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Corporate responsibility

We embody a strong commitment to exceptional standards of corporate responsibility.

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