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Tuesday, October 20, 2026The Morning Brief →Sign in
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Donald Calcagni

In network coverage since October 20, 2026 · 3 stories
Network coverage
RIA

Mercer Global Advisors completes Aspen Investing rollout across more than 43,000 accounts

The platform runs on technology built with Orion and is designed to run at Schwab, Fidelity and Raymond James.
RIA · Oct 20Mercer Advisors completes Aspen Investing rollout with in-house direct indexing
portfolio · Oct 20Mercer Advisors completes Aspen Investing rollout with in-house direct indexing
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