Portfolio

What are the common mistakes well-meaning advisors make when working with women in couples? Wealth psychology expert Kathleen Burns Kingsbury breaks down the mistakes (and how to correct them).

Privately owned banks do not report to the SEC, but they can face challenges if they need capital. This list looks at banks with a physical retail presence and stock that cannot be readily traded on a stock exchange.

Atlantic Fund Services has a new business director.

Negative investor sentiment still plague mutual funds and ETFs, which both saw outflows in the week ended Nov. 14.

Fidelity has decided to put the brakes on two funds and fold them into a 3-star rated fund.

The Board of Trustees of Natixis Funds Trust I has decided to liquidate the Absolute Asia Dynamic Equity Fund, according to a Securities and Exchange Commission filing.

Touchstone has much to be thankful for going into the holidays next week with a special three-year anniversary for five of its funds.

The PIMCO Global Multi-Asset fund dropped one notch to a Bronze rating from a Silver rating, while the BlackRock Small Cap Growth Equity fund jumped one notch to a Neutral rating, exiting Negative territory, according to Morningstar.

President Obama met with congressional leaders at the White House on Friday to negotiate over the expiration of the Bush tax cuts and the looming problem of the so-called “fiscal cliff,” with the leaders agreeing that the meeting had been constructive.

These days, it seems like all the media can talk about is whether or not Republicans and Democrats in Washington can come to an agreement over the so-called “fiscal cliff”. But what exactly is it?