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

BlackRock will flip the more than $700 million BlackRock International Dividend Fund into an exchange-traded fund in November.

MFS Investment Management has applied to create five actively managed exchange-traded funds spanning stocks and bonds, according to SEC filings.

KKR logged $3 billion in sales in products aimed for the private wealth channel—up from $400 million in sales per quarter in 2022. Morningstar published an explainer on the growing world of interval funds. These are among the investment must reads...

Adding unique exposures is the most efficient and prudent way to reduce left tail risk.

BlackRock’s ESG-related assets under management swelled 53% from the beginning of 2022 through the end of last year, even as the wider ESG fund market only grew by about 8%.

Model portfolios continue to grow more popular among financial advisors.