Browsing: mutual fund conversion

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ETF Share Class Conversions Go Live: 98 Filings Line Up Behind Dimensional

June 1, 2026

Dimensional’s ETF share class conversions went live in March 2026 with 98 filings in the SEC queue. What the wave means for advisors holding legacy funds.

Browsing: mutual fund conversion

ETF Share Class Conversions Go Live: 98 Filings Line Up Behind Dimensional

RIA M&A Concentration: The Average Seller Now Manages $1.16 Billion

ETF Share Class Conversions Go Live: 98 Filings Line Up Behind Dimensional

Family Offices and the AI Paradox: 65% Target the Theme, 79% Have Zero Infrastructure Exposure

Interval Funds Cross $277 Billion: Private Credit Is Now a Standard Portfolio Building Block for Advisors

Donor-Advised Funds in the OBBBA Era: Why Charitable Bunching Is Now a Wealth Preservation Priority

Social Security’s 2032 Trust Fund Deadline: Six Planning Moves Advisors Should Make With Clients Now

UBS Posts $3B in Q1 2026 as Wealth Management Pulls In $37.4B and the Credit Suisse Client Migration Closes

Inherited IRA 10-Year Rule: 2026 Is the First Full Enforcement Year and the IRS Is Done Waiving Penalties

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