Current shareholders are not required to take any actions as a result of these changes. NEW YORK--(BUSINESS WIRE)--BlackRock will change the primary listing venue for four iShares exchange-traded funds (ETFs) to the New York Stock Exchange (NYSE). The following ETFs are scheduled to move on or around Monday, February 23, 2026. | Ticker | Name | Current Exchange | New Exchange | | --- | --- | --- | --- | | GMMF | iShares Government Money Market ETF | NYSE Arca | NYSE | | PMMF | iShares Prime Money Market ETF ...

I haven't provided an update for BlackRock, Inc. ( BLK ) since the middle of last year, but it seems that my buy rating has worked out just fine, with the stock up around 17% sinceI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, & Respect. I always, to the best ...

I haven't provided an update for BlackRock, Inc. ( BLK ) since the middle of last year, but it seems that my buy rating has worked out just fine, with the stock up around 17% sinceI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, & Respect. I always, to the best ...

Core Viewpoint - Rosen Law Firm is reminding investors who purchased securities of Blue Owl Capital Inc. during the specified Class Period of the upcoming lead plaintiff deadline for a class action lawsuit [1]. Group 1: Class Action Details - Investors who bought Blue Owl securities between February 6, 2025, and November 16, 2025, may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by February 2, 2026 [3]. Group 2: Legal Representation - Investors are encouraged to select qualified legal counsel with a proven track record in securities class actions, as many firms issuing notices may lack the necessary experience and resources [4]. - Rosen Law Firm has a history of significant recoveries for investors, including over $438 million in 2019 alone, and has been recognized for its leadership in securities class action settlements [4]. Group 3: Case Allegations - The lawsuit alleges that during the Class Period, Blue Owl made false or misleading statements regarding its asset base and liquidity issues, which were not disclosed to investors [5]. - It is claimed that Blue Owl faced pressure from business development companies (BDCs) redemptions, leading to potential limitations or halts on redemptions, which were downplayed in public statements [5].

Core Viewpoint - PIMCO is expanding its ETF offerings by launching a new strategy that combines passive equity exposure with active fixed income management [1][2]. Group 1: New ETF Launch - The PIMCO U.S. Stocks PLUS Active Bond ETF (SPLS) commenced trading on the CBOE on January 16, aiming to achieve total returns across various market cycles [2]. - SPLS provides dual exposure: a passive portfolio of U.S. large-cap equities and an actively managed selection of fixed income instruments [2]. Group 2: Innovative Strategy - PIMCO's StocksPLUS methodology, established in 1986, seeks to outperform the S&P 500 by layering bond market alpha over traditional equity beta, while maintaining the characteristics of passive equity indexing [3]. - This approach leverages PIMCO's nearly 40 years of expertise in debt markets to enhance returns [3]. Group 3: Diversification and Risk Mitigation - By integrating both asset classes into a single vehicle, SPLS offers a diversified alternative to standard large-cap funds, capturing market growth while potentially reducing volatility through active bond management [4]. - The launch aligns with PIMCO's tradition of creating innovative solutions to help investors achieve long-term investment objectives [4]. Group 4: Existing ETF Success - The introduction of SPLS follows the success of PIMCO's existing active ETF lineup, which includes notable funds like MINT, PYLD, BOND, and MUNI [5].

Core Insights - Options-based ETFs are increasingly popular among investors seeking specific portfolio outcomes, particularly appealing to those nearing retirement [1] - Goldman Sachs has acquired Innovator Capital Management, enhancing its offerings in the options-based ETF space with Innovator's "defined outcome" ETFs [1] - The firm has expanded its options-based ETF suite, including GPIX and GBXC, which utilize different strategies to provide income and downside protection [2][4] Group 1: Goldman Sachs' ETF Strategies - Goldman Sachs' GPIX ETF, which charges a fee of 29 basis points, combines a call option strategy with active exposure to the S&P 500, achieving an 8% 12-month trailing distribution rate [2][3] - GPIX has delivered a return of 16.4% over the past year, showcasing the effectiveness of its options overlay strategy [3] - The GBXC ETF, launched last year, charges a 50 basis point fee and employs buffer strategies to protect against losses, returning 3.3% over the last three months [4] Group 2: Market Outlook - The growing interest in income and options-based ETFs suggests that investors should monitor developments in this category, especially with firms like Goldman Sachs expanding their offerings [5]

Core Insights - The article emphasizes the importance of managing retirement income, particularly the gap between Social Security benefits and total retirement spending, which can significantly impact financial longevity [2][3] Investment Withdrawal Strategies - The choice of withdrawal rate from retirement savings is crucial; a 5% withdrawal rate may seem comfortable but could lead to running out of money earlier compared to a more conservative 4% rate [3] - A retiree with $500,000 could withdraw $25,000 annually at 5%, but a 4% withdrawal rate could extend the portfolio's longevity significantly [3] Income Generation vs. Growth - The article discusses the difference between relying on capital gains from investments versus generating income; solely depending on stock market gains can lead to forced selling during downturns, which erodes the portfolio [4] - A balanced investment approach, such as using dividend-focused funds, can provide income without depleting the principal, thus maintaining the portfolio's integrity [5] Tax Implications - Taxation on Social Security benefits can complicate retirement income planning; once combined income exceeds certain thresholds, a significant portion of Social Security becomes taxable [6] - Strategies like Roth conversions or prioritizing withdrawals from taxable accounts can help preserve more of the Social Security benefits, potentially saving thousands in taxes annually [6] Specific Investment Example - The Schwab Dividend ETF (SCHD) is highlighted for its 3.81% yield, generating $19,000 annually from a $500,000 investment without necessitating the sale of shares during market downturns [7]

Core Insights - Raymond James Financial, Inc. (RJF) has agreed to acquire Clark Capital Management Group, which manages over $46 billion in discretionary and non-discretionary assets, with the deal expected to close by Q3 2026, pending regulatory approvals [1][8] Company Overview - Clark Capital, founded in 1986, is known for its wealth-oriented investment solutions, focusing on multi-asset-class strategies and proprietary model portfolios, primarily targeting high-net-worth clients through financial advisors [2] Deal Structure and Implications - Post-acquisition, Clark Capital will retain its brand and operate as a separate boutique investment manager within Raymond James Investment Management, maintaining its leadership team and service model [3] - The acquisition is aligned with RJF's long-term strategy to enhance its asset management footprint and broaden investment solutions for financial advisors and their clients [4] Strategic Growth - RJF has a history of expanding its operations through acquisitions, including a majority interest in GreensLedge Holdings in October 2025 and entering the private credit business in fiscal 2024 [5][6] - The acquisition of Clark Capital is expected to strengthen RJF's multi-boutique platform and enhance advisor-focused solutions [8] Market Performance - Over the past three months, RJF's shares have increased by 6.2%, compared to a 9.5% growth in the industry [7]

Group 1 - BlackRock Inc. is seeking regulatory clearance in India to acquire a stake in Aditya Birla Renewables Limited, indicating its commitment to expanding in the renewable energy sector [1] - The company plans to invest $333.6 million in Aditya Birla Renewables, which operates in solar, wind, and battery storage, owning a portfolio of 4.3GW across 10 Indian states [2] - This investment aligns with India's significant energy transformation and growing demand for renewable energy driven by decarbonization efforts [2] Group 2 - BlackRock confirmed a 6.72% stake in Ireland's Avadel Pharmaceuticals, enhancing its exposure in the healthcare sector [2] - Morgan Stanley has reiterated an Overweight rating on BlackRock, setting a price target of $1,514, reflecting confidence in the company's expansion in private markets and technology solutions [2] - BlackRock is the world's largest asset manager, managing trillions of dollars in assets across various investment vehicles, including stocks, bonds, and real estate [2]

伍峰私募登记为私募证券投资基金管理人 本报（chinatimes.net.cn）记者栗鹏菲 叶青 北京报道 2026年首家完成备案的证券私募管理人落地。根据中国证券投资基金业协会公示信息，伍峰私募基金管 理（上海）有限公司于2026年1月12日正式登记为私募证券投资基金管理人。该公司由中泰证券资产管 理有限公司前首席投资官徐志敏发起设立，其"奔私"动向此前已在业内引发关注。 伍峰私募成立于2025年10月22日，注册资本与实缴资本均为1000万元人民币，注册地与办公地分别位于 上海市虹口区与浦东新区。股权穿透后显示，公司的实际控制人为徐志敏，其通过直接和间接方式合计 持有92.5%的股份。目前公司共有5名全职员工，合规风控负责人崔莹莹曾任职于百亿量化私募衍复投 资等机构，负责合规事务。 19年老将的投资路径与业绩记录 徐志敏是此次创业的灵魂人物。公开履历显示，他拥有复旦大学理学硕士学位，职业生涯起步于国泰君 安资产管理部，随后任职于齐鲁证券（后更名为中泰证券）及中泰证券资管，历任研究员、投资经理、 权益投资部总经理、首席投资官至总经理助理。他在中泰证券资管任职超过十年，离职前管理的主动权 益资产规模接近150 ...