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.

Mercer, a global consulting leader in advancing health, wealth and career, and a wholly owned subsidiary of Marsh & McLennan Companies (NYSE:MMC), ...

MILWAUKEE, WI-- Metavante Corporation, a leading financial services enabler, has introduced a wealth management consulting service to help financial institutions as they strive to attract high-net ...

Kalbaugh, who joined the Wealth Consulting Group as president last month, is a former divisional president at LPL Financial and has led several large wealth management enterprises.

These business units will be acquired by Madison Dearborn Partners, LLC, as part of Aon’s sharpened focus on its core ...

EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser that specializes in client-centric financial planning and i ...

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 ...