Since Vanguard’s patent on the ETF share class of its mutual funds expired last year, dozens of companies have queued up with the SEC for permission to add their own ETF share classes to existing ...

Reclassification involves changing a mutual fund's share class without a taxable event, offering flexibility in investment ...

The SEC is opening the path for dual‑share‑class ETFs to roll out – but the wealth management industry is in no hurry to follow. Several weeks after granting Dimensional Fund Advisors approval to ...

While much ink has been spilled on spot bitcoin ETFs, there are plenty of other topics that industry watchers will be keeping an eye on in 2024. Among them are applications for ETF share classes of ...

Alternative investments provide investors an opportunity to diversify beyond traditional asset classes. One of the most common myths is that alternative investments are reserved exclusively for the ...