Dimensional Grafts Vanguard's Tax-Busting Model Onto Mutual Fund
By Katie GreifeldDFA's first ETF, a share class of the firm's U.S. Micro Cap Portfolio, started trading Friday.
March 20, 2026
Massachusetts Lost $4B of Income After Millionaire TaxThis movement occurred during the first year residents were subject to a 4% surtax on incomes over $1 million, the IRS says.
March 20, 2026
Advisors in SEC Enforcement CrosshairsFiduciary duty breaches are a "core" focus for the agency, according to the acting director of enforcement.
March 20, 2026
Ex-Advisor, Radio Host Could Face Lengthy Prison Term for FraudBrooklynn Chandler Willy of Texas just pleaded guilty to six wire fraud and four related charges in a Ponzi scheme.
March 20, 2026
7 in 10 Americans Embrace New Approaches to Retirement: FidelitySome 80% of Generation Z and 60% of millennials said they plan to phase different kinds of work into retirement.
March 19, 2026
NAIC to Consider Open Meetings ChangesPeter Gould, an annuity owner activist, has been asking the insurance regulator group for more access.
March 19, 2026
New Vanguard High-Yield Index ETF Could Spark Price War: AnalystThe investment giant lags competitors by nearly 20 years in offering this product type, Jeff DeMaso says.
March 19, 2026
SEC Targets Auditing 'Bad Actors' With New Enforcement TeamThe unit will investigate and litigate matters tied to potential violations of Sarbanes-Oxley auditing standards and provisions.