While 95 new mutual funds have debuted this year, 123 have already shuttered, according to Morningstar Inc. data.

Aaron Hodari, the chief investment officer at Schechter, provides a peek inside the $3.45 billion RIA’s moderately aggressive model portfolio.

The investments represent the highest reported position yet on spot bitcoin ETFs by an RIA.

After nearly four months of steady outflows, Grayscale’s Bitcoin ETF broke its losing streak and posted its first net inflows since January. Several asset managers made moves to bolster their products targeting the private wealth channel. These...

If the SEC approves mutual fund/ETF dual shares, it might bring a big pivot for the RIA industry.

After more than two months of positive fund flows, the largest spot bitcoin ETFs have posted outflows in recent days. Morningstar looked at five ETFs trends to watch in the current market environment. These are among the investment must reads we...

Non-transparent, actively managed ETFs have garnered some inflows since their inception, but they trail far behind transparent vehicles.

A third of all S&P 500 trades occur just before the close.