Financials

His estimate of intrinsic value is about 13% above Berkshire’s current stock price. Two other analysts have a lower valuation.

The Canadian bank’s wealth management business got a boost from strong equity markets in North America last year.

A consortium led by Nelson Peltz’s Trian Fund Management is the other contender to buy asset manager Janus Henderson.

The top fund families of 2025 had exquisite timing—and managers with strong stomachs. How they navigated a tumultuous year.

The brokerage firm is focusing on a single arbitrator in its effort to avoid the penalty in the highest-profile case involving former broker Chuck Roberts.

The commission began looking into LPL’s cash management program for corporate advisory accounts in August 2024.

Analysts agree an outright sale is unlikely, but they are split on whether the payments company is stagnating or undervalued.

Golia, who joined UBS from Morgan Stanley two years ago, has been serving as U.S. chief operating officer for Global Wealth Management.

The market’s biggest AI risk might be the one that is the hardest to track.

The race to gain an edge through AI tools was top of mind for JPMorgan shareholders at its investor meeting.

The Direct Markets Group is geared for individuals and family offices with at least $50 million who want to take an active role in managing their portfolios.

Supreme Court’s looming tariff decision could shake markets, private credit worries mount, White House talks over stalled crypto bill drag on, and more news to start your day.

The Blue Owl news is the latest negative development for the private credit industry.

The industry is running out of time for Congress to approve legislation defining how it will be regulated.

The Swedish buy now, pay later provider, posted its fourth-quarter earnings and issued a conservative outlook for the current quarter.

The 13-F filing is of interest to the market because it covered the final quarter during which Warren Buffett was Berkshire’s CEO.

The legendary hedge fund manager made some big moves at the end of 2025.

Figure says blockchain technology will slash transaction costs and prove to be a cheaper way to show ownership of assets.

Advisors using fintech Altruist’s AI-powered Hazel platform are bullish on the technology’s power to boost their business. “The hype is real,” says one advisor.

The brokerage firm also said customer trading activity was strong in January.

Jana Partners is pushing for changes after building a stake in the downtrodden payments company, according to a report from The Wall Street Journal.

An analysis shows that six members of the company’s management team and two board members have increased their holdings.

Rising costs and Trump pressure on higher education boosted endowment spending. Fortunately, returns on stocks provided a cushion.

The company’s filing of its fourth-quarter equity holdings is expected Tuesday.

Trump revokes environmental regulations, DraftKings plans steep 2026 spending, Berkshire’s new CEO to debut shareholder letter, and more news to start your day.