The evolving landscape of investment vehicles, paired with a recent regulatory shift, stands to create new opportunities for wealth managers. One of the most significant possible developments on the ...

The Securities and Exchange Commission (SEC) is on the verge of allowing major changes to the way exchange-traded funds (ETFs) and traditional mutual funds are structured. Specifically, an SEC ruling ...

In a move anticipated for two years, the Securities and Exchange Commission signaled earlier this week that it would grant exemptive relief to Dimensional Fund Advisors’ application to offer dual ...

The U.S. Securities and Exchange Commission cleared the way for Dimensional Fund Advisors to launch an exchange-traded fund ...

Today, The Vanguard Group added its name to the growing list of asset managers seeking SEC approval for an exchange-traded fund share class of its actively managed mutual funds. It joins more than 60 ...

The Securities and Exchange Commission in March said it was prioritizing its review of applications for firms aiming to offer ETF share classes of its traditional mutual funds. Most exchange traded ...

Dimensional Fund Advisors amended its bid for multi-share class fund structures, in a sign that the Securities and Exchange Commission is making progress on the applications after the agency’s acting ...

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 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 ...

Whilst many individuals (collectively, the “Individuals”, each an “Individual”) are aware of the importance of succession planning to preserve continuity and stability in the transfer of assets upon ...

Dual-class share structures involve two or more classes of authorized common stock, with one class having the traditional one vote (or, in the rare case of Snap, no votes) per share, and the other ...

This article appears courtesy of Global Investor. Here’s an opportunity for European pension funds : they, and other foreign investors, can now delegate responsibility for hedging currency exposure to ...