2021 Value of an Advisor Study
See why we believe tax-smart planning & investing are important now.
Get a clear view of the value an advisor delivers. Read our 2021 Value of an Advisor Study to learn more.
Helping advisors with:
INVESTMENT SOLUTIONS
Globally, we work to source investment ideas to help deliver real value, manage risk and gain new sources of return.
BUSINESS SOLUTIONS
We can help you transform and grow your business by focusing on what matters to your clients.
Advisor resources for navigating uncertain times
Client reviews
Conducting effective client reviews is especially important during periods of market uncertainty.
Client conversations
Consider these best practices and resources to navigate the current environment toward deeper relationships with your clients.
Staying invested
We’re here to help you and your investors navigate through market volatility and focus on the long term.
Opportunity
Use market volatility to lower—possibly even eliminate—a client's tax bill.
NEW! 2021 Edition
Tax-managed investing and investment-related tax info, all in one place.
Get your client-ready 1099 Guide.
Here’s how tax-smart advisors are talking to their clients about investment taxes.
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Tax-managed investing
Because it's not what you earn that counts, it's what you keep
Crash course on tax-management
Read up on Russell Investments' approach to tax-managed investing.
Blog post collection
Explore the many blog posts our experts have written on the tax-management topic.
Our tax-managed products
Find one of our many tax-managed products that will work for your business.
Tax Impact
Show your clients what they earn versus what they keep. See the tax drag of investment products instantly.
2021 Global Market Outlook - Q3 Update: The song remains the same
The global reopening remains on track as COVID-19 vaccination rates climb. Inflation is the new concern, but the spike so far looks transitory. We still like the pandemic-recovery trade that favors equities over bonds, the value factor over the growth factor and non-U.S. over U.S. stocks.
Recent blog posts
Hear from our experts on the issues our clients care about
Recognition
We rise to the call of serving our clients.
Thought Leadership / Education – 2019 Value of an Advisor Study1
Excellence and innovation in wholesaling practices2.
1Russell Investments won 2019 MMI/Barron’s Industry Award for Thought Leadership/Education honoring new programs, research, educational campaigns, or content that meaningfully advance industry knowledge and understanding of topics key to the future of advisory solutions. For additional details on the 2019 MMI/Barron’s Industry Awards including how nominations are evaluated, please refer to: https://www.mminst.org/2019-mmibarron%E2%80%99s-industry-awards-nomination-guidelines-and-frequently-asked-questions
2Source: MMIBarron's: Russell Investments was named as the winner of 2018 MMI/Barron’s Industry Award for Field Sales Distribution – honoring firms that exemplify excellence and innovation in wholesaling practices.
We are a leading global investment solutions partner, dedicated to improving people's financial security.
Insights
Up-to-date with insights from our experts on global markets and trends.
Corporate responsibility
We embody a strong commitment to exceptional standards of corporate responsibility.
Compliance with U.S. Executive Order 13959
On June 3, 2021 President Biden signed an Executive Order to further address the ongoing national emergency declared in E.O. 13959 “Addressing the Threat from Securities Investments that Finance Certain Companies of the People's Republic of China” and related FAQs. The E.O. addresses the threat posed by the military-industrial complex of the People's Republic of China (PRC) and its involvement in military, intelligence, and security research and development programs, and weapons and related equipment production under the PRC's Military-Civil Fusion strategy. The E.O of June 3, 2021 amends E.O 13959 and restricts the purchase or sale of any publicly traded securities, or any publicly traded securities that are derivative of such securities or are designed to provide investment exposure to such securities, of any person listed in the Annex to the order. We have taken steps as required to comply with the Order to the best of our knowledge and belief. We continue to monitor this matter to assess any potential impact or actions needed, as facts and circumstances continue to evolve.