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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Adhesion Wealth

See the full tech profile in the PWD Tech Directory →
In network coverage since September 28, 2026 · 3 stories
2Deals on our tracker
Deal recordFull tracker →
Sep 27, 26Fund launchFidelity Investments · AssetMark — coverage
Sep 27, 26Fund launchFidelity Investments · AssetMark — coverage
Network coverage
The Close

DTCC invests in iCapital; Adhesion waives platform and tax fees

The clearing utility gets an observer seat while the AssetMark-owned UMA platform drops two fee lines for advisors building custom RIA models with Fidelity research.
Deals & PE · Sep 28Goldman announces a Lynq and tZERO deal tied to a $100 billion money fund
RIA · Sep 28Adhesion Wealth adds Fidelity research to custom RIA models, waiving platform and tax fees
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