Magazine

Markel has improving insurance operations, a sizable equity portfolio, and a low valuation relative to specialty insurance peers.

As wealth proliferates, more financial advice firms are adopting the “family office” moniker in an attempt to appeal to rich families’ desire for comprehensive services.

Merrill’s Raj Bhatia and his team run proprietary investment strategies that are also available to other advisors at the Bank of America wealth management unit.

Members of the Legacy Multi-Family Group at UBS in Los Angeles say that putting clients first, then the team, then themselves, helps prioritize goals and objectives.

As the rich get richer, the top wealth management teams are growing, too.

Morgan Stanley partners Anna Winderbaum and Joseph Lerner discuss how they manage the complex needs of ultrawealthy families.

Michael Barclay, lead manager of the Columbia Dividend Income fund, favors dividend growers over high yields.

Investors can’t seem to look past the Middle East, but GE’s core business continues to grow.

Most companies now offer stock purchase plans to employees. It can be great for retirement, but it pays to know the pros and cons.

Investors in the mortgage giants stand to realize billions of dollars if the government releases the companies from conservatorship. The Trump administration is considering various moves.

Ares has attracted business by allowing many borrowers to defer paying cash interest.

The giant industrial companies of the past were eventually broken up—but it wasn’t easy. The next target: the tech giants.