you are currently viewing:Goldman Sachs Asset Management and T. Rowe Price Debut First Joint Product OfferingsDecember 15, 2025--Firms launch model portfolios designed to meet a range of investor needs Leveraging the firm's respective strengths,these collaboratively created model portfolios are tailored to meet the needs of advisors serving mass-affluent and high-net-worth (HNW) clients. Four of the model portfolios have debuted on the GeoWealth platform serving Registered Investment Advisors ("RIAs"). Through GeoWealth's flexible technology platform,RIAs can offer clients a full spectrum of diversified portfolios,utilizing mutual funds and ETFs. A fifth model portfolio is expected to launch in the first half of 2026,aiming to deliver flexible portfolios incorporating direct indexing and evergreen alternative funds for high-net-worth investors. Source: T. Rowe Price Group |
November 18, 2025-ETFGI, a leading independent research and consultancy firm renowned for its expertise in subscription research, consulting services, events, and ETF TV on global ETF industry trends, reported today that assets invested in the ETFs industry in Canada reached a new record of US$545.09 billion at the end of October.
November 17, 2025-The new ETFs complement Thrivent's strong investment solutions and deliver value to clients.
Thrivent, a Fortune 500 financial services company that helps build, grow and protect financial well-being, today announced the conversion of Thrivent Mid Cap Value Fund and Thrivent Core Small Cap Value Fund into exchange-traded funds (ETFs)-demonstrating the company's commitment to delivering competitive, client-focused investment solutions.
November 17, 2025-The Securities and Exchange Commission’s Division of Examinations today released its 2026 examination priorities. The Division publishes its annual examination priorities to provide transparency to registrants and investors about the topics that the Division plans to focus on in the new fiscal year and to encourage firms to direct their compliance efforts on areas of potentially heightened risk.