News, Comment & Analysis results for US Capital

M and A
July 11, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Aspen Standard Wealth, F2 Strategy, Pontera, Snowden Lane

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

New Products
May 1, 2025

What’s New In Investments, Funds? – Cibus Capital, Edward Jones

The latest news in investment offerings, financial products and other services relevant to wealth

M and A
April 29, 2025

F2 Strategy Makes Another Acquisition

The acquisition enables F2 to launch a new strategic service, it said.

People Moves
February 27, 2025

Who's Moving Where In Wealth Management? – Argent, Raymond James

The latest moves, appointments and personnel changes in the North American wealth management

People Moves
December 5, 2024

F2 Strategy Names New CEO

Co-founder and previous CEO Doug Fritz becomes executive chairman, enabling him to concentrate on

M and A
July 16, 2024

Mid-year RIA M&A Market Report: Winners, Losers And Trends

After the half-way point of 2024, our US correspondent looks at the M&A arena to see who has

Alt Investments
June 4, 2024

Mercer Advisors Takes Private Market Investing Up Another Gear

Overseeing more than $60 billion of client assets, Mercer Advisors is one of the big-hitters in

ESG
May 21, 2024

EXCLUSIVE: Natural Capital Big Focus For Cibus Capital

After London-headquartered Cibus Capital, a specialist investment advisory firm focused on

Alt Investments
May 16, 2024

What's New In Investments, Funds? – CAIS, Blackstone, iCapital

The latest news in investment offerings, financial products and other services relative to wealth

People Moves
April 17, 2024

Expanding F2 Strategy Creates CFO Role

Having chalked up two acquisitions in the past 12 months, the wealthtech services firm has created

Comment & Analysis results for US Capital