Phill Rogerson

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  Investors Worried, Perhaps Rightly, About Retirement

  By Danielle Andrus, AdvisorOne  |  June 13, 2012

  Advisors are worried that their clients aren’t looking at retirement realistically, while half of investors say they are not looking forward to retirement, according to surveys released Wednesday.

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  Advisor’s Top Job: Helping Clients Stay Cool, Survey Says

  By Janet Levaux, AdvisorOne  |  September 16, 2011

  In hot markets, it’s crucial for advisors to do plenty of hand-holding and other work, say most financial advisors polled by Russell Investments.

• FAs Reevaluate Retirement-Income Products

  By Janet Levaux, AdvisorOne  |  January 1, 2011

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  Investment Managers Upbeat for 2011

  By Janet Levaux, AdvisorOne  |  December 14, 2010

  Both managers and financial advisors are optimistic, Russell surveys find, but clients aren’t.

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  Advisor Optimism Outweighs Investors'

  By Danielle Andrus, AdvisorOne  |  December 9, 2010

  Advisors' optimism far outstrips their clients', according to a report released Wednesday by Russell Investments.

• Russell Survey: Clients Risk Falling Short of Goals

  By Janet Levaux, AdvisorOne  |  June 15, 2010

  In the latest Financial Professional Outlook quarterly survey of 400 financial advisors, Russell Investments says it found that clients are at risk of falling short of their financial goals if corrective action is not taken.

• Russell Advisor Survey: Clients Risk Falling Short of Goals

  By Janet Levaux, AdvisorOne  |  June 15, 2010

  Forty-four percent of advisors considered up to a quarter of their client base to be at "significant risk," and 36% considered a quarter to a half of their client base to be at "significant risk."

• Look Before Switching

  By Melanie Waddell, AdvisorOne  |  February 1, 2006

  Switching custodians. It's a decision that many advisors have already made or may make in the future. One of the most common reasons advisors choose...