All Articles tagged with 'Neil Rogan'

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Longer retirements create an advice challenge as 2.5 million Australians prepare to retire

From Russell Investments

An estimated 2.5 million Australians are expected to retire over the next decade , while Australian Government data shows people aged 65 can expect to live for more than 20

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14 Sep 2026

‘Am I going to be okay?’ Reassurance overtakes retirement as top reason Australians seek financial advice

From Russell Investments

“Am I going to be okay?”, is increasingly the question Australians are asking their financial adviser, as rising costs, family pressures, negative news cycles and economic uncertainty are overwhelming clients

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25 Aug 2026

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

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CPD: Intergenerational wealth – When the responsibility transfers before the money
Picture this: an Enduring Power of Attorney (EPOA) has sat in a filing cabinet for years. Then a sudden health event means an adult daughter is called on to act [...]
CPD: Why market structure rewards active management in local currency EMD
Key takeaways A large, diverse and fast-growing opportunity set: local currency EMD spans economies at very different points in the cycle, offering income, growth and genuine diversification. Structure, not just [...]
CPD: A practical system for building client confidence – Value of Advice (Part 1)
Introduction As the advice profession continues to evolve, so too do client expectations and perceptions of the value of advice. Perhaps nothing sums up this shift as perfectly as this [...]
CPD: When a little knowledge is dangerous – countering the financial ‘guidance’ your clients are getting from AI
Move over, Google The expression “a little knowledge is a dangerous thing” seems particularly appropriate to financial decisions, where the amounts at stake and the inherent complexity make the risk [...]
CPD: A review of the Code of Ethics (part two)
This article, proudly sponsored by GSFM, examines standards seven to twelve of the Code of Ethics. Standards one to six were examined in a previous article you can read here. [...]