DFA Converts 2 More Active Mutual Funds to ETFs
By Bernice NapachThey are the Dimensional International Value ETF and World ex US Core Equity 2 ETF.
September 13, 2021
5 Top States for Working-Age DeathsPreliminary data suggest that all-cause mortality for people ages 25 through 64 had leveled off in the summer.
September 13, 2021
Why Vanguard Subadvisor Wellington Is Embracing ESG, Private EquityThey are "well suited" to Wellington Management's active investing approach, says the firm's new CEO, Jean Hynes.
September 13, 2021
J.P. Morgan Drops Upfront Fee on Some 529 PlansJ.P. Morgan Wealth Management advisors will offer select plans without the sales charge, which can be as high as 5.75%.
September 13, 2021
Capital Gains Tax Rate Set at 25% in House Democrats' PlanThe plan is short of what Biden had proposed and leaves intact the step-up in basis for assets at death.
September 13, 2021
Debate: Do Cryptocurrencies Belong in Retirement Accounts?Two professors debate whether Bitcoin and other cryptocurrencies are worth holding in IRAs.
September 13, 2021
7 Ways to Get Clients When You Have NoneThankfully, none of these strategies require cold calling.