
Ralph Ortega
Former editor-in-chiefRalph Ortega is a former editor-in-chief of On Wall Street.

Ralph Ortega is a former editor-in-chief of On Wall Street.
J.P. Morgan enticed advisors from competitors, including Morgan Stanley, Merrill Lynch and Wells Fargo, in a half dozen markets to fuel its nationwide expansion of wealth management.
A complex manager at Merrill Lynch was promoted to market president at Bank of America.
Two advisors managing more than $160 million in client assets have jumped from Merrill Lynch to Bison Financial Group, an independent practice of the Wells Fargo Financial Network.
OnWallStreet's annual ranking of top wirehouses and regional broker-dealer firms in the employee advisory channel gives an encouraging snapshot of the wealth management industry. This years analysis from surveys and both corporate and public filings shows growth across the board.
Taking on Emerging Markets these days is best on a country-by-country level.
Participants at Morningstar panel discussion outline major challenges in fixed-income and equity markets. "Hard to come to work" if you are a portfolio manager.
While some in the industry have expressed reluctance, Krawcheck says other advisors and institutional investors are intrigued.
There's no doubt branch managers play a critical support role for financial advisors, but the job is no longer just the coveted position advisors sought after a successful run.
Stifel Nicolaus & Co. has added a former Morgan Stanley advisor who managed more than $250 million in assets.
Two former Wells Fargo Advisors who managed $400 million have left to join a firm with Focus Financial Partners, the network of independent financial advisors.
The firm lures three separate teams who manage a total of more than $500 million in client assets.