PBMares, a US-based public accounting and consulting practice, has divested its wealth management unit, PBMares Wealth ...

BALTIMORE--(BUSINESS WIRE)--Asset Strategy Consultants (ASC), an independent investment management consulting firm with more than $10 billion under advisement, has expanded their Wealth Management ...

Advisory firm leaders and consultants share the trends and developments likely to affect the financial advice industry in the ...

NEW YORK & LONDON--(BUSINESS WIRE)--Mercer, a global consulting leader in advancing health, wealth and career, and a wholly owned subsidiary of Marsh & McLennan Companies (NYSE:MMC), has signed a ...

F2 Strategy, a wealth management technology and marketing consultancy, has acquired investment operations and technology provider MD Solutions to expand beyond consulting and strategy into wealth ...

Each year, Barron’s Advisor lists the executives poised to make news in wealth management in the new year. This year’s list ...

The Wealth Consulting Group has established a new advisory board, naming three industry veterans to help guide the hybrid RIA’s strategic direction as it continues to expand. The Las Vegas-based firm ...

Wealth Management Consultants, a Santa Rosa investment firm that manages $400 million for wealthy clients, has merged with a St. Louis-based financial group, the two companies said Monday. Terms of ...

One of the commonly missed opportunities for growing a retirement or wealth advisory business is executive financial consulting, according to an M&A expert from Marshberry. Mergers and acquisitions by ...

Last year's stock and bond losses ate away from wealth management firms' profits worldwide, presenting ample reasons for rethinking the business, according to Boston Consulting Group. While the ...

Plan consultants are the critical link in the advisor-plan relationship so it makes sense to focus on hiring, training and retaining the right staff for that role. Several successful consulting firms ...