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Trusts & Estates: October 2026 Digital Edition
Published on September 30, 2026
Special Report: Charitable Giving
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Other news
Eaglebrook Launches Direct Indexing for Cryptocurrencies
September 30, 2026
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.
Edward Jones to Develop Retirement Plan Management Tech
September 30, 2026
The wealth management firm partnered with Aboon and RPAG to build an end-to-end system covering prospecting through plan servicing for advisors.