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Advisor Value & Fees
Why work with a financial advisor?
This piece is approved to use with clients.
Advisors can assist you in a full 360-degree spectrum of wealth planning, from investments, to managing your portfolio through different life changes, to retirement and estate planning, as well as guidance on potential tax implications of your investments—in order to help you work toward your financial goals.
Advisor Value & Fees
2019 Value of an Advisor Study
In our competitive industry many advisors are challenged with articulating their value proposition which leads to lower client satisfaction and retention. Clients are often evaluating their advisors based simply on investment returns. This study will examine the value clients receive from a relationship with an advisor.
Active/Passive Management
Active and Passive Investing: The Case For Both
Read why Russell Investments believes that smart money takes a total-portfolio approach.