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Tuesday, October 20, 2026The Morning Brief →Sign in
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Aspen Investing

In network coverage since October 20, 2026 · 1 story
1Deals on our tracker
Deal recordFull tracker →
Oct 19, 26Fund launchMercer — coverage
Network coverage
portfolio

Mercer Advisors completes Aspen Investing rollout with in-house direct indexing

The platform, developed with Orion, lets advisors set per-client capital gains budgets and runs across Schwab, Fidelity and Raymond James custody.
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The Morning Brief

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