Advisor-class shares (ADV shares) represent the "subscription model" of mutual fund investing. Instead of paying commissions or sales charges, you're paying a steady fee to a financial advisor ...

Choosing the right mutual fund from 34+ categories doesn't require expertise. Match fund types to your goals by assessing ...

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 ...

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 ...

Osaic has agreed to pay about $3 million to resolve allegations that Securities America, which joined the wealth management ...

Switching clients’ mutual funds is well-established industry practice to generate commissions charged to clients.

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 ...