Helping advisors with:
Advisor resources for navigating uncertain times
Conducting effective client reviews is especially important during periods of market uncertainty.
Consider these best practices and resources to navigate the current environment toward deeper relationships with your clients.
We’re here to help you and your investors navigate through market volatility and focus on the long term.
Use market volatility to lower—possibly even eliminate—a client's tax bill.
Because it's not what you earn that counts, it's what you keep
2021 Global Market Outlook - Q2 Update: The second coming
Vaccines and U.S. stimulus have the global economy on track for a strong rebound in the second half of 2021. We expect the reopening trade to favour 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
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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.
Up-to-date with insights from our experts on global markets and trends.
We proudly support equality and diversity in the workplace.
We embody a strong commitment to exceptional standards of corporate responsibility.
Compliance with U.S. Executive Order 13959
On November 11, 2020, the United States government issued Executive Order 13959, which prohibits U.S. persons from engaging in any transaction in publicly-traded securities in Communist Chinese military companies (as well as certain related securities) and which first became effective on January 11, 2021. 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.