The fourth Russell Investments ‘Value of an adviser’ report found preventing behavioural mistakes, advising on asset allocation, optimising cash holdings, tax-effective investing and planning, and expert knowledge were the key benefits of using an adviser....
We explained MERs in the article; Fees for UK to New Zealand Pension Transfer, but there are other factors to consider when you’re choosing a financial adviser in order to transfer your pension from the UK to New Zealand. When you invest your money, some parts of your...
According to research conducted by Russell Investments, a financial adviser can add more than 5% to a client’s portfolio. They also found New Zealand advisers add more value to their clients than advisers in the US and Australia. An adviser adds value by defining a...
