All Articles tagged with 'Neil Rogan'

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Russell Investments opens private markets for retail investors with launch on North platform

From Russell Investments

Russell Investments has launched a Private Markets Managed Portfolio, bringing a portfolio of private equity, private credit and real assets onto AMP’s North platform with a minimum investment of $25,000

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27 Mar 2026

Private markets ‘the next frontier’ for managed portfolios

From North

AMP’s bi-annual North Managed Portfolios Insights Report finds managed portfolios are becoming the advice vehicle of choice for more practices across Australia, cementing themselves as a mainstay in adviser portfolios.

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17 Mar 2026

Russell Investments and Invest Blue open the door to private markets for Australian retail investors

From Russell Investments

Russell Investments and financial advice firm Invest Blue has announced the launch of the Cornerstone Private Markets Managed Portfolio, offering everyday advised clients exposure to private assets that remain out

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28 Oct 2025

Clients want confidence and control – not just returns

From Russell Investments

Australians working with financial advisers say the greatest value they receive isn’t just investment returns – it’s confidence, control, and peace of mind, according to new research from Russell Investments,

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29 Aug 2025

Reach Alts partners with Russell Investments to expand private market access for Australian investors

From Russell Investments

Reach Alts, a specialist private markets platform, has formed a strategic partnership with leading global investment firm Russell Investments to broaden adviser access to top-tier private market opportunities in Australia.

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03 Apr 2025

Russell Investments appointed to enhance Atrium Investment Management’s investment solutions and client outcomes

From Russell Investments

Russell Investments, a leading global investment firm, has been appointed by Atrium Investment Management to develop customised investment solutions to better serve Atrium’s clients, including leading retail advice network Fitzpatricks.

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05 Mar 2025

Financial advisers increase value during turbulent 2023

From Russell Investments

The potential value delivered by financial advisers to their clients’ investment portfolios has increased year on year to 5.9% in 2023, reaffirming the importance of advice in meeting long-term financial

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26 Sep 2023

Russell Investments expands Sustainable Managed Portfolio suite

From Russell Investments

Leading global investment manager and solutions partner, Russell Investments today extends its range of Sustainable Managed Portfolios, meeting growing adviser demand for sustainable investment solutions. The expanded range mirrors Russell

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30 Aug 2023

Financial adviser value rises as market volatility rocks local investors in 2022

From Russell Investments

The quantifiable value of a financial adviser’s contribution to their client’s portfolio has risen to 5.8% in 2022, as investors face prolonged market volatility. Released yesterday, Russell Investments’ fifth annual

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20 Oct 2022

In challenging times, financial advisers still deliver value of 5.2% p.a. or more to their clients

From Russell Investments

Russell Investments has released the results of its third annual Value of an Adviser Report, aiming to quantify the value that advisers provide throughout a client’s investing journey. The 2020 report

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16 Oct 2020

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]