The US Securities and Exchange Commission (SEC) is considering implementing a dual-share class that would allow investors to seamlessly move from a mutual fund to an exchange-traded fund (ETF). RBC ...

Over the past two decades, mutual fund ownership has risen among middle-income households, according to new data from the Investment Company Institute (ICI). Mutual funds have introduced millions of ...

Exchange traded funds continue to emerge as a preferred vehicle for many investors, as they recorded net share issuance of nearly $600 billion in 2023. In contrast, long-term mutual funds experienced ...

Almost three dozen fund providers have requested approval from the SEC to use Vanguard’s previously patented ETF-as-a-share class fund structure. The unique hybrid structure essentially bolts an ETF ...

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 ...

Annual survey data show roughly 73 million households own mutual funds, with 86% of mutual fund-owning households citing ...

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 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 tax-saving ...

Asset managers are seeking to capitalize on the popularity of exchange-traded funds. Experts say it's to the benefit of many ...

Curious what is a bond fund? Find out how these funds generate income, the risks you should know and how investors use them to balance their portfolios.

On 29 September 2025, the US Securities and Exchange Commission (SEC) issued notice 1 of an exemptive application 2 filed by Dimensional Fund Advisors LP, et al. (Dimensional) seeking relief (Relief) ...