Mercer Advisors launches Aspen Investing with in-house direct indexing
AI SummaryAI-generated — verify against the source.Mercer Advisors has launched 'Aspen Investing,' an in-house platform integrating direct indexing, daily tax-loss harvesting, and unified managed accounts. This move highlights a growing trend among large RIAs to internalize sophisticated portfolio management technology, potentially reducing reliance on third-party providers.
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