I have been looking forward to writing this blog for a long time. I joined Russell Investments on July 12, 2004 and now that it is my 20th anniversary, I feel it’s the right moment to share some of what I have learned along the way.

As I start thinking about Christmas this year, I decided I want to be on the nice list again, so I put together some useful year-end actions and ideas for financial advisors.

Many advisors are finding their clients show little interest these days in how the markets are doing.

This fall was a memorable time in the Halverson household.

As we begin 2022, there is a lot of noise in the marketplace: midterm elections, omicron and everything in between.

Need some new ideas about how to attract new clients or get greater share of wallet from ones you already have? Try a few of these on for size.

Everything changed for me, my family and everyone I know on a Friday the 13th.

This is going to be one of those years where we believe behavior—for advisors and clients—is going to really matter. At Russell Investments, we believe one of the biggest detriments to a client’s return is their own behavior.

An industry veteran—and slacker—shares his perspective on reaching and communicating with Generation X clients.