The platform developments include enhancements to direct indexing and index SMA capabilities to support customised, tax-managed equity portfolios.
California-based wealth management platform AssetMark has outlined a series of 2026 enhancements to its Adhesion Wealth platform, stating that the changes are intended to support registered investment advisers (RIAs) seeking greater tax efficiency, personalisation and operational flexibility. AssetMark attributed several planned improvements to adviser feedback The company noted that the developments form part of its effort to strengthen the platform’s capabilities as the RIA channel e