As adoption of the dual-wrapper products accelerates, so will questions about timing, pricing and residual balances.

Regulators officially approved 30 more funds last month, with more expected authorizations in 2026. Will financial advisors ...

Since April, the Investment Company Institute has looked into what asset managers may need to launch exchange-traded-fund share classes within existing mutual fund portfolios. The Investment Company ...

The U.S. Securities and Exchange Commission approved Dimensional Fund Advisors’ request to offer both exchange-traded fund and mutual fund share classes within the same fund structure, making ...

(Bloomberg) -- The US Securities and Exchange Commission intends to grant Dimensional Fund Advisors the ability to offer ETFs as share classes of mutual funds, opening the door for widespread use of a ...

Share class type indicates the distribution characteristic or channel that a particular share class is intended for. Morningstar considers five share class types: no load, front load, level load, ...

The Securities Industry and Financial Markets Association has published guidance ahead of what is widely expected to be the Securities and Exchange Commission's granting of exemptive relief that would ...

The US Securities and Exchange Commission is approaching a decision that could reshape the landscape for mutual fund and ETF providers, as well as the advisors who use them. Asset managers including ...

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 ...