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Orion

In PWD coverage since August 14, 2026 · 8 stories

1Deals on our tracker

Deal recordFull tracker →

Jul 31, 26Deal announcedGoldman Sachs Custody Solutions

PWD coverage

advisers

Vanguard lets advisers customize its model portfolios

Custom Model Portfolios reach advisers through Vestmark, SS&C Black Diamond, and Orion; plan governance will decide their reach.

portfolio · Aug 19Vanguard launches customizable models without breaking the 0.07% expense ratio

portfolio · Aug 18Vanguard opens four model portfolios to outside fund choices

The Close · Aug 18Vanguard bends to RIAs, and John Bogle's ghost winces

advisers · Aug 18Vanguard opens model portfolios to adviser customization

advisers · Aug 18Vanguard custom models put a dial in advisers' hands

Deals & PE · Aug 16Goldman's Neos deal puts a price on the race to own product factories

Data · Aug 14Orion, Goldman Sachs expand custody tech with AI onboarding

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