At the end of November 2025, the SEC formally approved the first applications for mutual fund complexes to offer an ETF share ...

Reclassification involves changing a mutual fund's share class without a taxable event, offering flexibility in investment ...

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 ...

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 ...

Since its adoption in 2019, Rule 6c-11 (the "ETF Rule") under the Investment Company Act of 1940, as amended (the "1940 Act"), has sought to provide a consistent and transparent regulatory framework ...

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 ...

WASHINGTON--(BUSINESS WIRE)--F/m Investments LLC (“F/m”), a wholly owned subsidiary of Diffractive Managers Group, LLC, today announced it filed a novel exemptive application with the U.S. Securities ...

Learn how blend funds differ from balanced funds regarding asset mix and investment strategy. Gain insights into choosing the ...

The expected SEC approval of ETF share classes for mutual funds and vice versa poses more technical and tax-related challenges than simply pressing a button to convert massive holdings. Processing ...

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Multi-asset funds provide exposure to a diverse range of asset classes, offering a high degree of diversification typically ...