Transition services for advisors
Supporting advisors as they transition their business to the next level.
What is advisory transition?
Advisory transition shifts an advisor's practice away from time-consuming investment management, and towards activities that align with what your clients value most.
Why is advisory important?
The value of an advisor today extends far beyond simply selecting investment products. A financial advisor's value is steeped in their ability to provide comprehensive family wealth management services within a trusting advisory relationship.
Over time, these relationships tend to generate a more predictable, recurring revenue stream for the advisor. Aligning advisor and client interests naturally leads to more advocacy and referrals.
The goal and the potential benefits are clear. But the actual transition can feel daunting.
Which transition model is right for you?
Whether you are running your own investment portfolios and need core or satellite solutions through specific funds or you are looking for complete leverage from professionally-managed, outsourced strategies, Russell Investments can help you get there!
In addition to saving time and resources, utilizing fund strategist portfolios help advisors grow faster and perform better for their clients.
2Source: Envestnet Analytics. Performance data from more than 31,000 accounts in the Moderate/Moderate Growth risk tier, spanning January 1, 2017, to December 31, 2019. Past performance is no guarantee of future results.
Where is your practice in the evolution cycle?
Your practice may draw on one or more of these models today. Find solutions that help save time and capacity and allow you to deliver on the service promise to your clients.
Who should consider advisory transition?
Spoiler alert: The answer is almost every advisor!
Click on a tile to read more.
How do I transition?
Experience what Russell Investments can do for you
Our easy to follow, 6-step disciplined approach designed to help reduce execution challenges you may face while transitioning your business.
Your dedicated Russell Investments regional team can help you identify opportunities, plan and implement transitions with these items in mind:
Assistance at the point of sale
Customize proposals & client-ready packages for your client conversations
The Multi-Asset Portfolio Builder (MAP Builder) is an easy-to-use web-based tool that brings together Russell Investments' proprietary capital market forecasts and Monte Carlo simulation, along with before- and after-tax assumptions, to quickly create a high-quality proposal for use with end-investors.
Consider these best practices and resources to navigate the current environment toward deeper relationships with your clients.
Conducting effective client reviews is especially important during periods of market uncertainty.
Visit the Literature Library for other popular documents and resources.
Our model portfolios are recognized as a leader in the field. Cerulli Associates has ranked Russell Investments as the #1 asset manager model provider based on total assets.°
Solutions designed to maximize after-tax return.
Solutions designed to maximize after-tax return for California-based investor’s taxable dollars.
Solutions designed to maximize after-tax return for New York State-based investor’s taxable dollars.
Solutions designed to maximize growth by capitalizing on active management opportunities.
Solutions designed to generate excess performance at an attractive total cost.
Solutions designed to deliver yield-based income at an attractive total cost.
° Based on total assets. Model providers surveyed during 4Q 2019 were asked to provide estimated asset levels in models for accounts into which they had visibility. Source: Exhibit 3.02 Top-25 Asset Manager and Third-Party Strategist Providers of Asset Allocation Model Portfolios, The Cerulli Report - U.S. Asset Allocation Model Portfolios 2020.
Where do I start?
Advisory Transition Materials
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