Russell Investments and Lincoln Financial Form Strategic Relationship

The relationship elevates Russell as a key partner for outsourced asset allocation solutions, and positions the multi-asset Russell Model Strategies as a non-proprietary addition to Lincoln Financial Network’s advisory platforms.

Russell Model Strategies features five globally diversified, asset-allocated portfolios designed to help meet clients’ investment needs and risk tolerance. Russell Tax-Managed Model Strategies, which aims to meet the needs of tax sensitive clients, is also available on Lincoln Financial Network’s platforms, as are Russell’s individual multi-manager mutual funds.

Under terms of the agreement, Lincoln Financial Network’s two broker/dealers (Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation) will provide their advisers and their clients with immediate access to Russell’s asset-allocated portfolios through Lincoln Financial Network’s Mutual Fund Strategist programs. Russell also makes available its practice management consulting services.

“This partnership with Russell expands the investment offerings available for our advisers and their clients, and provides them with an expanded menu of solutions,” said David Armstrong, vice president for advisory services at Lincoln Financial Network.

Armstrong added that advisers in the Lincoln Financial Network also will benefit from Russell’s suite of client-ready servicing materials, which feature real perspectives on a client’s desired investment outcomes.