Emily Steinbarth, Co-Head of North America Advisor and Intermediary Solutions for Russell Investments, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss how Russell Investments works with advisors through tax management and its model business.
Building on Russell’s 40-year history, the firm works with advisors to build multi-manager model portfolios. Russell has researched 16,000 investment products and combines its top picks into model portfolios. Advisors can work with Russell to implement model portfolios or access portfolios through ETFs. In 2025, Russell launched five ETFs that implement models that combine active management and passive products.
Advisors are looking for ways to manage their practices more efficiently by leveraging external resources to deploy their best investment ideas. Technology is used to scale the practice while offering customization. Russell can work with advisors on trading, manager research, and tax overlay solutions. Advisors are deploying custom indexing and direct indexing to reduce their clients’ tax burdens. Russell offers onboarding solutions that allow client accounts to access direct indexing, starting with a pre-existing portfolio that may have substantial embedded gains.
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