P is for aligning products to meet each client’s uniqueness

The final article of the Russell Investments series, “Value of an adviser formula”, highlights the P factor in the formula. P is the value that advisers can potentially provide by aligning the products to the client’s individual circumstances.

C is for a customised client experience

In this third article released by Russell Investments, we want to acknowledge the expanding role of advisers in providing holistic wealth management for entire families starring the C value in the formula, the customised client experience.

B is for Behaviour Coaching

Continuing with the series of articles based on the “Value of an adviser formula” published by Russell Investments, this post looks at the B in the formula: behavioural patterns that investors tend to follow.

A is for active rebalancing

Our partners at Russell Investments are releasing a series of articles based on the “Value of an adviser formula” that we would like to share with all of you. This first article talks about the A part of this formula.

Top Tips for Kickstarting 2021

Edward Jones Investments has published this article sharing their 2021 Market Outlook and stressing the main areas to review when planning our finances.

Investors vs. Savers

In his blog “Life after full-time work” Don Ezra, former Director of Russell Investments and extensive researcher and writer on the financial market, presents the idea that Low Interest Rates are actually a Tax on Savers.