News, Comment & Analysis results for Capital Group

M and A
April 8, 2025

Deals Of The Day: The Latest In Wealth Management M&A – NewEdge, KFBM&A

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

Asset Management
February 25, 2025

Who's Moving Where In Wealth Management? – NewEdge Wealth

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

M and A
January 8, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Carson Group, EP Wealth Advisors

The latest mergers, acquisitions, and various corporate actions affecting the North American wealth

M and A
December 24, 2024

Summary Of North American Wealth Management M&A From July To End-2024

A summary of mergers and acquisitions in the North America wealth sector during July, August,

M and A
November 13, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Stonepeak, Boundary Street Capital, Others

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

Alt Investments
November 6, 2024

New York-Headquartered iCapital Steps Up Gulf Region Presence

Once a hard-to-access space unless you were an investment bank or large institution, the field of

M and A
October 17, 2024

Pathstone Boosts AuM By $45 Billion In Latest Acquisition

In what is already a busy M&A market in wealth management, Pathstone made a big splash yesterday

M and A
August 28, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Cardea, Fourcore Capital

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

Alt Investments
August 7, 2024

US Family Office Enters Partnership With iCapital

Firms such as iCapital, along with CAIS in the US and Moonfare in Germany, are widening access to

Strategy
June 28, 2024

The Client Experience Is The New Holy Grail

Attending a Morningstar conference in Chicago, our US correspondent hears comments about how wealth

Comment & Analysis results for Capital Group