Value of an Adviser
Russell Investments has been producing the Value of an Adviser report in the US since 2013.
Russell Investments’ annual analysis shows the total value of an Adviser in New Zealand is approximately 4.7% in 2024.
This is substantially higher than the typical fee charged by advisers and validation of the holistic service they provide to clients. It is a function of their ability to help clients adapt as markets, regulations, and their own circumstances change.
Read the full report here - Value of an Adviser