Though assets continue to flow out of mutual funds into more tax-efficient vehicles, the threat of capital gains taxes may be keeping trillions of dollars locked in limbo, a new study found.

The expected SEC approval of ETF share classes for mutual funds and vice versa poses more technical and tax-related challenges than simply pressing a button to convert massive holdings. Processing ...

After a strong year for the stock market, many mutual funds are expecting double-digit year-end capital gains payouts for 2025, according to Morningstar. That could trigger unexpected taxes for ...

NEW YORK--(BUSINESS WIRE)--BetaNXT, the next wave in wealth management technology and outsourcing solutions, has partnered with Envision Financial Systems, a leading provider of real-time investor ...

Mark Cussen, CMFC, has 13+ years of experience as a writer and provides financial education to military service members and the public. Mark is an expert in investing, economics, and market news.

Sebi’s proposal allowing AMCs to pay part of trail commissions in mutual fund units has triggered mixed reactions, with ...

Index-tracking funds have grown a lot over the past decade. In many ways, Vanguard Total Stock Market ETF VTI is the poster child of their rise to prominence. The growing popularity of this ...

Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. A managed account is an investment account owned by an individual ...

Private equity fund accounting is quite complex to other investment vehicles. What separates fund accounting from general accounting is that, while small businesses, for example, make purchases with ...

Asset managers are taking a variety of approaches to offer their mutual fund strategies as exchange-traded funds. They seek to capitalize on ETF popularity in recent years. ETFs are generally a better ...