{"id":615536,"date":"2026-09-29T17:26:10","date_gmt":"2026-09-29T17:26:10","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/615536\/"},"modified":"2026-09-29T17:26:10","modified_gmt":"2026-09-29T17:26:10","slug":"adhesion-wealth-launches-custom-models-with-fidelity","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/615536\/","title":{"rendered":"Adhesion Wealth Launches Custom Models With Fidelity"},"content":{"rendered":"

UMA administration and managed account platform Adhesion Wealth launched a custom models capability. Adhesion\u2019s financial advisor clients can now outsource portfolio construction to Fidelity Investments, while using Adhesion\u2019s UMA technology platform to implement and administer customized, multi-sleeve portfolios at scale.<\/p>\n

Custom Model Solutions at Adhesion allow advisors to work with Fidelity to develop and manage model portfolios that are tailored to their firm\u2019s preferences<\/a>, including asset managers, investment vehicles and asset allocations.<\/p>\n

While Fidelity provides portfolio and model construction expertise and open architecture investment research for this venture, Adhesion supplies UMA implementation and administration, including ongoing trading and rebalancing, automated daily tax optimization and tax-efficient portfolio transitions.<\/p>\n

Advisors can access these services at no additional fee.<\/p>\n

Related:The Changing Geography of Investment Risk<\/a><\/p>\n

\u201cRIAs consistently tell us they want to deliver investment experiences that reflect their own preferences without having to build and maintain all the infrastructure and staffing required to manage customized portfolios at scale,\u201d said Phill Rogerson, senior vice president and head of RIA for Adhesion Wealth, in a statement. \u201cCustom Model Solutions at Adhesion gives advisors a way to deliver tailored portfolios to more clients while addressing greater portfolio sophistication without adding operational complexity.\u201d<\/p>\n

UMA administrators have increasingly partnered with asset managers to make custom models available on their platforms. These partnerships have included VanEck and Vestmark<\/a>, Goldman Sachs and GeoWealth<\/a> and Wells Fargo and InvestCloud<\/a>, among many others.<\/p>\n

Assets held in custom models totaled $258 billion at the end of the first quarter of 2026, representing a 40% increase from the same period last year, according to Morningstar data<\/a>. This is happening at the same time that financial advisors are increasingly relying on SMAs and UMAs for personalization and tax management, with assets in managed accounts projected to reach $31.8 trillion by 2028<\/a>, according to Cerulli Associates.<\/p>\n","protected":false},"excerpt":{"rendered":"UMA administration and managed account platform Adhesion Wealth launched a custom models capability. Adhesion\u2019s financial advisor clients can…\n","protected":false},"author":2,"featured_media":615537,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[138,246,111,139,69,244,245],"class_list":["post-615536","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-new-zealand","tag-newzealand","tag-nz","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/615536","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=615536"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/615536\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/615537"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=615536"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=615536"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=615536"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}