Goldman Sachs, T. Rowe Debut First Four Joint Models

Published on December 15, 2025

The model portfolios combine mutual funds and ETFs and are geared toward mass affluent and high-net-worth investors.

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Sources: Summit Partners Pursuing Sale of Stake in $20B RWA Wealth Partners

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Investment firm Summit Partners has hired Raymond James to explore sale options for a stake it acquired in Adviser Investments in 2020, which was later rebranded as RWA Wealth Partners, according to sources.

World Markets Watchlist: December 15, 2025

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All nine indexes on our world markets watch list have posted gains through December 15, 2025.