| Market Signals

Browsing: SEC

ETF share class conversion concept two abstract fund structures transforming, deep indigo and gold luminous data columns, 8k editorial

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.

ETF share classes mutual fund conversion concept

Mutual funds

ETF Share Classes Arrive: Thornburg Lights the Fuse on the Mutual Fund Industry’s Reinvention

April 27, 2026

Thornburg’s April 2026 launch of ETF share classes on Nasdaq opens a new chapter. 100+ managers are queued, 18 funds converted in Q1. Here’s what changes.

Browsing: SEC

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

ETF Share Classes Arrive: Thornburg Lights the Fuse on the Mutual Fund Industry’s Reinvention

Target-Date CITs Hit 54% of Assets as Mutual Funds Lose the 401(k)

Serial RIA Acquirers Open June Buying Firms and Breakaway Teams at Once

The Family Office Governance Gap: A Record Reallocation With No Plan for Who Decides Next

Direct Indexing and SMAs: How Advisors Outsource Beta and Keep the Tax Alpha in 2026

Connelly’s Estate-Tax Trap Outlived the $15 Million Exemption. It Moved to the States.

The $210,000 QLAC Carve-Out That Defers RMDs Past 85 and Protects the Senior Deduction

Morgan Stanley Fills 45.8% of Private Credit Redemptions as the Banks Pull Back

The $6,000 Senior Bonus Deduction Has a Phaseout Most Retirees Will Trip

Start your day with Market Signals