Russell Investments has released two new managed portfolios on the back of research that found advised clients increasingly rate their advisers as good or excellent value.
Both the Russell Investments Short-Term and Medium-Term Portfolios are designed to help financial advisers balance their clients’ needs over the three time horizons of near-term spending needs, future income requirements and long-term growth.
Advisers can use the two new portfolios to meet the first two horizons, while retaining suitable existing portfolios for long-term growth.
“Pre and post-retirement is not a single investment phase. Clients still need long-term growth, but they are also drawing from their portfolio to fund their everyday living expenses,” Russell Investments Australia and New Zealand head of distribution Neil Rogan said.
“Advisers need a clear way to match client assets to their changing needs. It changes the way advisers need to think about liquidity and investment risk.”
According to the manager, advisers can introduce the new portfolios to meet their clients’ changing needs without rebuilding existing portfolios.
Both new portfolios are available on CFS Edge with a minimum investment of $5000.
Meanwhile, the Russell Investments “Value of an Adviser” report for 2026 found 90 per cent of advised clients rate their practitioner as providing good or excellent value, up from 84 per cent in 2025.
Further, the analysis revealed 33 per cent of advised clients gave the relevant practitioner a rating of 10 out of 10, up from 25 per cent in 2025. This sentiment was expressed despite an average annual increase in advice fees from $4572 to $5235 in 2025.
Among advised clients, 43 per cent said they sought advice for reassurance about their financial future and 38 per cent said they wanted advice for retirement planning. Among non-advised clients, 54 per cent admitted they would likely consider using a financial adviser in the future.
The report draws on research involving 1000 Australians, which included financial advisers and both advised and non-advised individuals.
