Helping Advisors

Deep Dive | What is the value of a financial advisor?

August 30, 2019
Helping Advisors
Deep Dive | What is the value of a financial advisor?
Helping Advisors
Deep Dive | What is the value of a financial advisor?
Aug 30, 2019
Russell Investments
Show Notes

Join Laura Hutchison, a Practice Management Consultant at Russell Investments and Ryan Dooyema, a Regional Director at Russell Investments in Wisconsin, as they explore the value advisors can offer.

US equity defined by the S & P 500 Index. International investing is defined by the MSCI EAFE Index and Emerging markets is defined by the MSCI EM Index as of June 27th, 2019.

U.S. Equity funds discussed in the tax section are comprised of the Morningstar broad category ‘US Equity (large/mid/small/ V/B/G) which includes mutual funds and ETFs (and multiple share classes). Average U.S. equity fund distribution: Capital Gains/Share (% of NAV) based on Morningstar U.S. OE Mutual Funds and ETFs. % = Calendar Year Cap Gain Distributions / Year-End NAV. Distribution is assumed to be made at last day of year and reinvested. Tax rate is 23.8% (Max LT Cap Gain 20% + Net Investment Income 3.8%).

Interviews were recorded as of the date mentioned in the podcast, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an "as is" basis. Russell Investments and Russell Investments Canada Limited does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.
This is not an offer, solicitation or recommendation to purchase any security or the services of any organization.

Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The audio may contain forecasting or other forward-looking information, this information is inherently uncertain and may be incorrect.

This is a presentation of Russell Investments and Russell Investments Canada Limited. Nothing in this presentation is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The contents of this presentation are intended for general information purposes only and should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional concerning your own situation and any specific investment questions you may have.

This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments.
Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.
Russell Investments’ ownership is composed of a majority stake held by funds managed by TA Associates with minority stakes held by funds managed by Reverence Capital Partners and Russell Investments’ management.
Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.

Date of first use: August, 2019


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