Advice delivers value. Not all of it is easy to see.

The 2026 Value of an Adviser Report estimates New Zealand financial advisers deliver at least 5% in annual value, while new research reveals the growing importance of reassurance, confidence and human judgement.

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We know advisers offer substantial value to their clients, but most of this intricate work happens behind the scenes, making it hard for clients to appreciate. Our Value of an Adviser Report and tools are designed to help advisers articulate and investors understand the full value of an adviser's services.

The formula

Cumulative value of the various services offered by a typical financial adviser

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Let us help you demonstrate the value of advice

We focus on the value of financial advisers. Your clients are your most persuasive advocates. Helping them understand the value you deliver is key.

Please submit the form to gain access to the report (for financial professional use only).

 

 

Adviser Resources

The cycle of market emotions

Help clients understand how emotions can influence investment decisions through different stages of the market cycle.

Behavioural Biases

Understand the common behavioural biases that can influence investment decisions and how to stay focused on long-term goals.

Client engagement roadmap

A practical framework to help plan client conversations and strengthen engagement throughout the year.

Managing through volatility

Practical guidance to help navigate client conversations during periods of market uncertainty. 

Why work with a financial adviser

A client-friendly resource to help explain the value financial advice can provide across different areas of their financial life.

 

 
 

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

Talk to our team 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.

Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the "FTSE RUSSELL" brand.