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Showing 1 - 8 of 8 results for "Value of an Adviser Report"

FEATURE: Problem detected

MATTHEW WAI | THURSDAY, 18 SEP 2025

... will damage the relationship between organisations and their clients. Russell Investments' latest Value of an Adviser Report further details the importance of trust between clients and advisers, as it emerges as the single biggest driver of client ...

Trust key to client satisfaction in advice: Report

MATTHEW WAI | FRIDAY, 29 AUG 2025

... financial advice shows ability to trust remains the core expectation when seeking advice. The 2025 Value of an Adviser Report, surveying some 700 Australian investors (advised and unadvised) and nearly 200 financial advisers, found that financial advisers ...

Advisers add 5.7% premium

KARREN VERGARA | WEDNESDAY, 4 SEP 2024

... value for client portfolios, a new study shows, down from 5.9% last year. Now in its seventh year, the Value of an Adviser Report by Russell Investments found financial advisers continue to deliver for clients, particularly during this year, which required ...

Advisers boost client portfolios 5.9%

KARREN VERGARA | MONDAY, 25 SEP 2023

... client portfolios compared to those who are non-advised. According to Russell Investments' 2023 Value of an adviser report, not only can advisers help boost client assets, but they can also help navigate the practical and emotional burdens of their ...

Quantifying the value of a financial adviser

ANDREW MCKEAN | MONDAY, 24 OCT 2022

Russell Investments Value of an Adviser report says many investors are being pressured into sub-optimal investment decisions but having a financial adviser could add more than 4% to total portfolio value. So, even though advice fees have jumped 16% ...

Advised clients 5.2% better off

KARREN VERGARA | WEDNESDAY, 18 AUG 2021

... client's portfolio by 5.2% per annum, according to new research. The fourth annual Russell Investments Value of an Adviser Report found that advisers' biggest contribution to clients is their behavioural coaching role, which was most beneficial from ...

Through good and bad: Advisers add value

JAMIE WILLIAMSON | THURSDAY, 15 OCT 2020

... more each year to clients, according to new research. It's the key finding of Russell Investments' Value of an Adviser Report for 2020, saying this is the case for adviser/client relationships that extend beyond investment-only advice. The biggest contributor ...

Average Aussie $560k richer with advice

ELIZABETH MCARTHUR | FRIDAY, 19 JUL 2019

According to the new Value of an Adviser report by Russell Investments, financial advisers deliver value of at least 4.4% or more every year to their clients beyond investment-only advice. Russell's research estimates the average Australian receiving ...

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Editor's Choice

BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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