Discover the process of liquidating mutual funds, including fees, taxes, and potential impacts on returns, to make informed ...

You have to be careful in the supermarket cookie aisle. If you’re in a hurry and thoughtlessly grab a package of Oreos, you might get a rude surprise at home when you bite into an unexpected flavor ...

Providers target wirehouses and RIAs as active ETF assets top $1 trillion, but distribution and education hurdles remain.

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 ...

Introduction to Mutual Funds Investment What is a mutual fund? A mutual fund is an investment vehicle that brings together ...

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 ...

Dimensional Fund Advisor offers investment solutions from different asset classes to institutional and individual investors, investment consultants and financial advisors. With a workforce of more ...

Patent barred other U.S. mutual fund companies from making their own ETFs based on the investment giant’s existing fund ...

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) ...