Precious metals and foreign stock funds realized the highest returns last year; plus, mutual funds moved closer to launching ETF share classes.

Many investment managers are hoping that if they offer exchange-traded fund (ETF) share classes of their mutual funds, investors will come.

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 ...

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 and their clients bite?

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 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 ...

Vanguard has cut the expense ratios of 168 mutual fund and exchange-traded share classes across 87 funds, effectively immediately, which will save Vanguard’s investors more than $350 million in 2025 ...

Brokerage firms could lose up to $30 billion a year in fees if asset managers pursue a dual-class share structure that would add an exchange-traded fund option to existing mutual fund offerings, ...

Discover the downsides of mutual funds, including high expenses, hidden fees, and reduced investment control. Make informed decisions with our comprehensive analysis.

The Securities and Exchange Commission recently issued a notice regarding intended exemptive relief (the “Notice”) that would permit an open-end management investment company (referred to herein as an ...

The investment funds industry ended 2025 with record assets, record ETF inflows and a markedly improved sales environment for ...