Adhesion Wealth Launches Custom Model Solutions for RIAs

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  "signal_type": "news",
  "signal_subtype": "signs_new_client",
  "detected_at": "2026-09-28T12:00:00+00:00",
  "company": {
    "name": "Fidelity Investments",
    "domain": "fidelity.com"
  },
  "data": {
    "url": "https://www.globenewswire.com/news-release/2026/09/28/3369813/0/en/adhesion-wealth-launches-custom-model-solutions-for-rias.html",
    "title": "Adhesion Wealth Launches Custom Model Solutions for RIAs",
    "excerpt": "CHARLOTTE, N.C., Sept. 28, 2026 (GLOBE NEWSWIRE) -- Adhesion Wealth, a UMA administration and managed account platform, today announced the launch of Custom Model Solutions (CMS) on the Adhesion platform. The new portfolios feature Fidelity model portfolio expertise with Adhesion’s UMA technology platform, helping RIAs outsource portfolio construction to a leading institutional asset manager while leveraging Adhesion to efficiently implement and administer more tailored, multi-sleeve portfolios at scale. Through Custom Model Solutions at Adhesion, advisors can collaborate with Fidelity Investments to develop professionally managed model portfolios around their firm’s investment preferences, including managers, investment vehicles, asset allocations and other portfolio preferences. Fidelity brings portfolio construction, open architecture investment research and model portfolio expertise, while Adhesion powers implementation and administration at scale through its UMA technology, including complex multi-sleeve portfolios, ongoing trading and rebalancing, and integrated Tax Management Services (TMS) for automated daily tax optimization and tax-efficient portfolio transitions. Advisors can access these Adhesion capabilities, including integrated Tax Management Services, with no Adhesion platform or TMS fee*. “RIAs consistently tell us they want to deliver investment experiences...",
    "summary": "Fidelity Investments has added 14 new models to the Adhesion Essentials zero-platform-fee program, expanding its distribution to advisors on the platform.",
    "planning": false,
    "image_url": "https://ml.globenewswire.com/Resource/Download/835e0578-344a-406f-958b-aa73a5108fd5",
    "confidence": 0.9,
    "published_at": "2026-09-28T12:00:00Z",
    "article_sentence": "Fidelity has also added 14 new models to the Adhesion Essentials zero-platform-fee program, expanding advisors’ access to ready-to-use model solutions.*",
    "related_company_name": "Adhesion Wealth",
    "related_company_domain": "adhesionwealth.com"
  }
}

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curl -X POST https://signals.autobound.ai/v1/companies/enrich \
  -H "X-API-KEY: $AUTOBOUND_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"domain":"fidelity.com","limit":20}'