ETFs

Quant firm Dimensional Fund Advisors has received formal approval to adopt a fund structure that for two decades has been used exclusively by Vanguard.

Asset managers are building products that give investors more control over when — and whether — they owe taxes.

The industry is awaiting SEC approval for dozens of applications, even as Vanguard's shareholder case highlights some of the tax complexity of the looming shift.

At the heart of the concern is a tax dynamic that exchange-traded funds were built to avoid.

Optimism is building that a game-changing fund design that will help asset managers shrink clients' tax bills will soon be approved by the SEC.

As the tax deferral method grows in popularity, experts caution that the benefits come with important caveats for financial advisors to keep in mind.

Four years after handling the first conversion of a hedge fund to an ETF, Wes Gray is gearing up to lead a surge of tax-busting deals aimed at investors.

Funds that use Section 351 conversions are rolling out in 2025, led by the launch of one with the ticker TAX. Here's what financial advisors and investors should know.

A Missouri-based wealth manager is poised to join the small but growing list of firms who have flipped assets into exchange-traded funds to help investors slash their tax bills, prepping one of the largest launches of its kind.

The tax-efficient, low-cost funds may have an even greater advantage over traditional mutual funds due to the IRS's lack of a definition for "substantially identical" securities.

What to do next month; White House returns; taxing AI; and other highlights from our favorite tax bloggers.

Tax-loss harvesting through "highly correlated" products is driving a significant share of trading volume, according to a working academic paper.

Distinct tax treatments have historically separated the ETF and mutual fund categories, with the former able to avoid capital-gains levies.

The one-of-a-kind fund structure that helped turn Vanguard Group into the second-largest ETF manager in the world may be about to get a lot less unique.

A new paper finds that baskets of single stocks are a better bet for minimizing capital gains taxes.

The study, from a top NVDR executive and an IMF research economist, crunched zillions of numbers to determine the thresholds.

The IRS estimates alternative minimum tax filings will decrease to 1 million from 10 million as a result of the law.

Chalk up a win for asset managers in the Congressional battle over reshaping the U.S. tax regime. For everyone else, however, the celebration will have to wait.

A heavily shorted exchange-traded fund is soaring amid a report that the White House is not on board with the plan preferred by House Republicans.

Here's how clients can get around income limits and continue making contributions. Plus, tips for updating a client's financial plan now and dramatically increasing wealth after the IRS gets paid.