SoFi Technologies, an online lender turned digital bank, is expanding its trading services for customers of SoFi Invest. SoFi announced on Thursday that customers with active investment accounts can now apply for fee-free Level 1 options trading, including covered calls and cash-secured puts.An option is a contract giving an investor the right, but not the obligation, to buy or sell the underlying asset at a specific price on or before a certain date. Trading options is a strategy that some investors use t ...

Daniel, let's talk about some of the tariffs that you identified as being the thing that really perhaps uh ch uh uh stimulated or stoked this about face in terms of investor sentiment. Now, with regards to say the H-1B visas on IT services and the pharmaceutical sector, we had a guest just about 10 minutes ago speak to us. They actually think that these were knee-jerk reactions because the H-1B visas will impact American tech companies more and the pharmaceutical companies because they're mostly in the gene ...

Core Insights - T. Rowe Price Group (TROW) achieved a 6.9% year-over-year growth in assets under management (AUM), reaching $1.68 trillion in the first half of 2025, driven by favorable market conditions and strength in multi-asset and fixed income [1][8] - The company has shown a compound annual growth rate (CAGR) of 2.3% in AUM over the past four years (2020–2024) [1] - T. Rowe Price's U.S. mutual funds have outperformed the Morningstar median in 50% of cases and 52% against passive peers over the five years ending June 30, 2025 [4] AUM Performance - Target-date funds represent a significant portion of T. Rowe Price's AUM, totaling $520 billion, which is nearly 66% of the total AUM as of June 30, 2025 [5][8] - The company is expanding its growth engines through ETFs and an alternatives platform aimed at institutional investors, which helps mitigate pressures from outflows in traditional active equity funds [5][6] Competitive Landscape - T. Rowe Price's peers, Franklin Resources (BEN) and Lazard Ltd. (LAZ), are also focusing on AUM expansion, with Franklin reporting a five-year AUM CAGR of 3.1% and Lazard an eight-year CAGR of 1.7% through 2024 [7] - In the first half of fiscal 2025, Franklin's total AUM decreased, while Lazard's AUM improved [7] Financial Performance - T. Rowe Price's shares have increased by 10.7% over the past three months, compared to the industry's growth of 11.9% [10]