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 first actively managed exchange-traded fund share classes are one step closer to becoming a reality. Dimensional submitted its first request for ETF share classes on Thursday, Oct. 9, 2025. The ...

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 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 ...

Whilst many individuals (collectively, the “Individuals”, each an “Individual”) are aware of the importance of succession planning to preserve continuity and stability in the transfer of assets upon ...

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, ...