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 ...

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 ...

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 ...

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 has allowed Dimensional Fund Advisors to launch an exchange-traded fund (ETF) share class of an existing mutual fund, and the regulator is expected to ...

The US Securities and Exchange Commission has taken a significant step toward allowing mutual funds to offer exchange-traded fund share classes, a move that could reshape the landscape for asset ...

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 ...

(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 ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...