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Est. 2026The front page of wealth managementNew York

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Moves

Mercer Advisors launches Aspen Investing with in-house direct indexing

InvestmentNews ·

Image: InvestmentNews

The $100B-plus mega-RIA is folding custom portfolios, daily tax-loss harvesting and unified managed accounts into its Aspen advisor tech platform.

Summary as published by InvestmentNews
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