Russell Investments

Expert insights and commentary from the Russell Investments Team

How advisers can help Gen X manage financial pressure

Our 2026 Value of an Adviser research found Gen X was the least confident generation about achieving their long-term financial goals. Neil Rogan looks at how financial advisers can help them make clearer financial choices across competing priorities.

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Webinar recording: AI is changing active management. Is your investment partner ready? 

Our U.S. colleagues discussed how AI is being applied across active management and manager research, and what this evolution could mean for institutional portfolios. They looked at how AI can help investment teams analyse more information, uncover deeper insights and develop a more forward-looking view of risks and opportunities—while keeping human expertise and judgement at the centre.

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Multi-manager investing: Good portfolio management or closet indexing? 

By combining differentiated managers, investors may reduce dependence on any single manager, investment style, or return pattern while maintaining the potential for excess returns and more consistent outcomes over time. Our article puts the closet indexing myth to the test.

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Neil Rogan on Fear & Greed: How advisers deliver value beyond their fees

Neil Rogan, Managing Director and Head of Distribution, sat down with Sean Aylmer on the Fear & Greed podcast to unpack the findings of our 2024 Value of an Adviser report. From helping clients navigate emotional decisions during market volatility to optimising tax strategies and enhancing retirement outcomes, financial advisers deliver value that typically exceeds the fees they charge.

Listen to the podcast

2023 Value of an Adviser

SUMMARY:

In a complex world that keeps posing challenges to investors, advisers continue to add value that enables their clients to attain their long-term financial goals.

The spectre of a global recession and rising inflation have created an environment of extreme caution in 2023, just three years after a global pandemic swept through markets to test investors’ fortitude.

In this environment, Australians have relied on their advisers heavily to navigate both the practical and emotional aspects of investing. It is a relationship that proved fruitful not just in periods when markets fell, but also when assets rose to buoy portfolio gains.

Of course, financial advice encompasses much more than investing. It requires in-depth knowledge of taxation and social security, plus the understanding of human behaviour that’s necessary to support people making life decisions.

Advisers proved more than up to the task over the past year.

Russell Investments' annual analysis shows the value of an adviser in Australia is approximately 5.9% in 2023.

This is substantially higher than the typical adviser fee paid by clients and a validation of the holistic service that advisers provide to clients. It is a function of their ability to help clients adapt as markets, regulations, and their own circumstances change.

Read full report here.