Investment

Dimensional Fund Advisors has been extending duration in its core bond portfolios this year.

Onramp Invest is providing visibility into clients' heldaway crypto assets, enabling opportunity for planning—and billing.

Regulators have yet to approve a U.S. ETF, in part because of concerns on how a fund would be able to handle the token’s infamous volatility. But if Canada’s ETF is anything to go by, the concern might be misplaced.

The AI Powered Equity exchange-traded fund (AIEQ) has lagged its benchmark, the S&P 500 Total Return Index, by 9 percentage points since the end of March.

Ark Investment Management no longer holds a stake bigger than 20% in any stock, down from three companies in February.

The rebalancing of MTUM's quant strategy will push the weighting of financial stocks to a third from less than 2% currently. The technology sector will slide to 17% from 40%.

Cryptos have suffered a range of blows in recent days, from Elon Musk’s criticism of Bitcoin’s energy use and about face on accepting it for payments, to heightened regulatory rhetoric from China.

SEC Commissioner Hester Peirce’s open mind on digital tokens has earned her the nickname “Crypto Mom” among enthusiasts.