2019 Value of an Advisor Study
At Russell Investments, we are advisor-centric. Your business goals are our business goals. This annual report looks holistically at the real value advisors deliver for their clients, in their portfolios, in vital services advisors provide, and this year, especially in their after-tax returns. We developed a formula to calculate the full value equation of an advisor’s services. With growing regulatory attention on advisory fees and natural consumer skepticism about delivered value, today’s advisors may be challenged to articulate the material value they deliver.