HeyJaredElaine Misonzhnik
- Indexed articles, last 90 days
- 40
- Latest publication
- Sep 30, 2026
- Outlet visibility, for SCM
- Top 5M sites
- Earliest in this view
- Jul 9, 2026
Latest articles
Eaglebrook Launches Direct Indexing for Digital Assets (opens the original)
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The platform now offers access to the S&P Cryptocurrency Top 10 Equal Weight Index, enabling advisors to implement institutional-grade digital asset indices in client accounts. Digital asset investment platform Eaglebrook launched direct indexing for digital assets through its SMA infrastructure. Financial advisors using the Eaglebrook SMA platform can now access the S&P Cryptocurrency Top 10 Equal Weight Index and implement institutional-grade digital asset indices directly within client accoun
Adhesion Wealth Launches Custom Models With Fidelity (opens the original)
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The UMA platform provider is teaming up with Fidelity Investments to offer advisors outsourced custom model construction with automated tax optimization and rebalancing. UMA administration and managed account platform Adhesion Wealth launched a custom models capability. Adhesion’s financial advisor clients can now outsource portfolio construction to Fidelity Investments, while using Adhesion’s UMA technology platform to implement and administer customized, multi-sleeve portfolios at scale. Custo
DTCC Invests in iCapital, Announces Partnership (opens the original)
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The collaboration will involve transaction processing, data exchange, reporting and other functions. The Depository Trust & Clearing Corporation, which provides the post-trade market infrastructure for the global financial services industry, has invested in iCapital and announced a strategic collaboration with the alternative investment platform. As an initial part of their collaboration, DTCC and iCapital will integrate DTCC’s Alternative Investment Product with iCapital’s platform. This will h
Bitwise Partners with Vise for Crypto Model Rollout (opens the original)
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The partnership integrates digital asset allocations into traditional portfolios, offering rebalancing and tax management. Crypto asset manager Bitwise and fintech Vise announced the rollout of diversified crypto model portfolios for the accounts on Vise’s platform. Earlier this year, Bitwise launched seven model portfolios focused on digital assets. Vise’s technology platform services over 135,000 accounts with $140 billion in assets, including hundreds of wealth management firms. On Vise, Bitw
Private Markets Boost TDF Returns CFA Institute Finds (opens the original)
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A modest allocation can help deliver higher returns without taking on outsized risks. If DC plans make small allocations to private markets in their target-date funds, they are likely to see improved net risk-adjusted returns, according to new research by the CFA Institute’s Research & Policy Center. In a September report titled Private Markets in Retirement Plans, CFA Institute researchers show that as TDF investments get more conservative in the decade before their target date, a modest alloca
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