Every few years, a report comes along that forces advisers to rethink how they articulate their worth. Russell Investments’ 2025 Value of an Adviser Report is one of those moments.
While implementing an investment strategy that dovetails with an investor’s life goals is always critical, new research reveals they place at least as much weight on emotional and behavioural benefits.
From behavioural coaching to asset allocation and emotional support, the evolving role an adviser plays sees them take on a raft of heroic guises. The value of that role is now at least 5.7 per cent of clients’ investible funds according to a new report.
