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Manager & Investment Selection
Deep Dive: Manager Research
Join Sophie Gilbert, a Consulting Director at Russell Investments and Kris Nelson, a Senior Research Analysts at Russell Investments, as they explore active money manager research. Listen as they discuss what it is, what it takes to be good at it and how it can help investors.
Active/Passive Management
Making the Implicit Explicit: A Framework for the Active-Passive Decision
Vanguard's new active-passive decision-making framework helps investors focus on the factors that matter most.
Client Experience
Three Ways to Get More Out of Your Client Events This Year
Learn three ways to get more out of your client events this year.
Philanthropy
Charitable Giving: Three Steps to a Successful Plan
This Vanguard research paper examines the advantages and disadvantages of common charitable giving strategies, and it presents examples to show their effects.
Active/Passive Management
Active and Passive Investing: The Case For Both
Read why Russell Investments believes that smart money takes a total-portfolio approach.
Alternative Investments
3 Reasons to Consider Infrastructure Investment
Russell Investments Client Portfolio Manager Darren Spencer makes the case for investing in infrastructure.
Behavioral Finance
Trust and Financial Advice
Vanguard researchers break down strategies advisors can use to build greater trust with their clients.
Business Development
The Four Fatal Assumptions We've Heard in 20 Years of Practice Management
Avoid falling prey to four of the most shortsighted assumptions many advisors make—and which Russell believes prohibit them from reaching their full potential.
Business Development
15 Questions to Help Smooth Your Succession Transition
Planning a smooth succession requires significant preparation, including detailed role clarity and intentional communication. Here are 15 questions to help get you there.