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Sustainable Investing
Global Sustainable Equity: News and Opportunities
This piece is approved to use with clients.
Reflecting on the last quarter of 2020 and looking ahead to the opportunities in the world of sustainability.
Tax Management
2021 Financial Planning Limits and Tax Rate Schedules
This piece is approved to use with clients.
Addressing the complexities of financial planning can be difficult.
Portfolio Construction Insights
[Presentation] How to Build Wealth with a Behavioral Approach to Portfolio Construction | Webinar 2
2020 has been an unprecedented and emotionally-charged ride—the most difficult for advisors in over a decade.
Portfolio Construction Insights
Portfolio Diagnostics Report: Shifting Gears
This piece is approved to use with clients.
For traditional fixed income investors, much of the last 40 years have been a relatively enjoyable ride; the 1980s began with double-digit interest rates that have steadily fallen, creating large amounts of bond return and income as well as crisis management along the way. Instead of investors paying a premium for portfolio crisis management, traditional fixed income paid investors that premium.
Tax Management
Your words matter! Especially when it comes to TAXES.
Russell Investments has crossed an important milestone with our Tax-Managed Model Strategies. We now have a 15+ year track record to talk about. One thing is very apparent: taxes are hard and the differences between approaches vary wildly.
Leveraging Technology & Data
Advisor Summit 2019 Session Preview: Better Client Outcomes Start with a 360 Degree View
Watch the overview of this session from the Envestnet Advisor Summit 2019.
Manager & Investment Selection
Is your wholesaler your BESTIE?
Have you ever called your wholesaler when you realized late in the game of planning a client event that you need additional funding?
Leveraging Technology & Data
Benefits of Account Aggregation for Today’s Advisor
The growth of fee-based advice has led to a more holistic approach of consulting with today’s individual investor. Because of the efficiency and improved outcome of the
approach, holistic offerings as well as the use of goal-focused service is here to stay and the centerpiece that drives the approach is account aggregation.