T. Rowe Price Group reports developments tied to its global asset management business, including assets under management, client flows, earnings, dividends, stockholder meeting results, and capital return activity. Company updates also cover its investment platform across equity, fixed income, multi-asset, and alternative strategies, with recurring references to retirement-related assets and client solutions.
News about T. Rowe Price also includes product and platform changes such as fixed income vehicles, CLO activity, 529 education savings offerings, private credit initiatives associated with OHA, and investment commentary from the firm's research and portfolio teams.
Oak Hill Advisors (OHA) served as Joint Lead Arranger on a private unitranche financing to support Berkshire Partners in its acquisition of United Flow Technologies (UFT), announced Jan 22, 2026. OHA cited its long relationship with Berkshire and experience across the flow control distribution ecosystem to underwrite the deal quickly and structure a financing solution to support UFT's next growth phase.
BMO Capital Markets participated as OHA's private credit joint venture partner. The financing is positioned to back UFT's role in municipal and industrial water and wastewater infrastructure in a fragmented market.
Vestmark and T. Rowe Price (TROW) launched Custom Premier, a collaborative solution delivering personalized, tax-efficient model portfolios across ETFs and mutual funds to registered investment advisors (RIAs) on January 22, 2026.
The solution integrates Vestmark’s tax-aware implementation and scalable platform with T. Rowe Price’s institutional model design, offers access to custom models on Vestmark with no platform fee, and supports SMAs, direct indexing, and alternatives. Vestmark currently serves six of the 10 largest managed account platforms, manages over $2 trillion in assets across five million investor accounts, and is used by more than 72,000 advisors with a model marketplace of over 1,200 strategies.
T. Rowe Price (NASDAQ-GS: TROW) announced a planned leadership transition at T. Rowe Price Investment Management (TRPIM): Steph Jackson will retire at the end of 2026 after leading TRPIM since its 2022 formation. Steven Krichbaum will become associate head of TRPIM effective January 22, 2026 and will succeed Jackson as head of TRPIM on January 1, 2027, joining the firm's Management Committee and reporting to Eric Veiel. Krichbaum and Jackson will work together through 2026 to ensure a seamless handover. The firm reports managing $1.78 trillion in client assets as of December 31, 2025.
T. Rowe Price (NASDAQ:TROW) released a special episode of its podcast "The Angle" featuring historian Sir Niall Ferguson in conversation with Justin Thomson, head of the T. Rowe Price Investment Institute.
The episode, "Financial History as Superpower: Sir Niall Ferguson on Markets, Mistakes, and Making Big Calls," discusses how financial history helps investors identify recurring market patterns, assess geopolitical risk, learn from forecasting mistakes, and focus on major investment "big calls" that shape returns. Episodes are available on Spotify and Apple Podcasts.
T. Rowe Price (NASDAQ: TROW) launched Income Solver on Jan. 14, 2026 via its fintech subsidiary Retiree Inc., a software tool for financial advisors that builds personalized, multi-dimensional retirement withdrawal strategies.
The tool coordinates withdrawals across investments, Social Security, Medicare premiums and other income sources, tests thousands of withdrawal sequences, and embeds an SSAnalyzer for Social Security claiming. Company research says the methodology can extend retirement income up to seven years or $1 million after taxes. Income Solver also supports Roth conversions, household rebalancing, and annual dynamic withdrawal sequencing to improve tax efficiency and planning efficiency.
First Abu Dhabi Bank announced on January 12, 2026 a strategic partnership with T. Rowe Price (TROW) to expand investment solutions across the GCC. Under the agreement, T. Rowe Price will serve as FAB's investment partner, providing expertise across equity, fixed income, alternatives and multi-asset strategies for retail, private banking and institutional clients. The alliance aims to broaden FAB's wealth and investment franchise, deliver tailored solutions, align with global investment standards and support the development of the GCC asset management market.
Oak Hill Advisors (TROW) led a private unitranche financing as Administrative Agent and Lead Left Arranger to support Majesco’s acquisition of Vitech and a concurrent refinancing. Oak Hill is the largest holder of the new debt facility, strengthening its long-standing partnership with Thoma Bravo, Majesco’s sponsor. The firm said its software-focused credit experience and familiarity with Majesco enabled constructive input on the financing structure and fast execution. Oak Hill manages approximately $108 billion across credit strategies as of September 30, 2025, and highlighted the combined Majesco–Vitech business as positioned to pursue operational efficiency and product innovation for insurers.
Oak Hill Advisors (OHA) served as Administrative Agent and Lead Left Arranger on a private unitranche financing that supports Majesco’s acquisition of Vitech and a concurrent refinancing, announced Jan. 8, 2026. OHA is the largest holder of the new debt facility, strengthening its relationship with private‑equity sponsor Thoma Bravo. The firm said its software and insurance credit expertise enabled fast execution and constructive input on the financing structure. Thoma Bravo and OHA highlighted the strategic fit of combining Majesco and Vitech to create a larger platform for life, annuity and P&C insurance carriers.
T. Rowe Price (NASDAQ: TROW) launched season 5 of its investment podcast "The Angle" on Jan 8, 2026, focusing on the global energy sector. Host Jackie Fortner is joined by firm experts in sustainability, natural resources, utilities, and corporate credit to examine oil and gas, the energy transition, AI-driven electricity demand, and nuclear/SRMs. Episodes are available on Spotify and Apple Podcasts. The firm manages $1.79 trillion in client assets as of Nov 30, 2025.
T. Rowe Price (TROW) and Goldman Sachs Asset Management launched the first co-branded model portfolios on Dec 15, 2025, marking the initial product rollout from their strategic alliance announced in September.
Four portfolios are live on the GeoWealth UMA platform for RIAs using mutual funds and ETFs; a fifth High Net Worth portfolio is expected in the first half of 2026 and will include direct indexing and evergreen alternatives. Portfolios combine funds from both firms and will be supported by >200 wholesalers and dedicated model specialists.