
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.
The new recruits come from Stifel and IBD ValMark.
The early decision stops advisers from earning commissions on products that will also generate fees through the firm's Investment Advisory Program.
Here's why the firm needs greater name recognition that attracts advisers, according to recruiters.
Wirehouse system and supervisory failures are just the start.
It's unknown how many of Scottrade's 1,000 brokers and 800 RIAs will ultimately be part of the new firm
Will RBC's Christopher Vollmer, the current No. 1 on the regional ranking, return to the newest list? Or will a new young professional take the top spot? Advisers now have more time to join this elite group.
Will Morgan Stanley's John Perry, the current No. 1, return to the newest ranking? Or will a new young professional take the top spot? Here's a chance for advisers to join this elite group.
Stephen Stabile makes an argument for this planning approach, and others in the industry agree.
One last look at this year's elite young advisers. Plus, details on when the new campaign begins.
The executive was previously named one of On Wall Street's top 100 branch managers.
The number of Americans 65 and older is expected to nearly double over the next decades, which may be a boon for retirement planning.
Like their clients, brokers too need to watch how they react to markets.
The regional BD also recruited a complex manager from J.P. Morgan.
Nearly 60% of wealthy baby boomers are more optimistic about tangible assets than about stocks, bonds, private equity and hedge funds, according to a recent U.S. Trust study.
"We always tell our client base that the potential opportunity is plentiful, but like every asset class, there is no guaranteed profit," says RBC adviser George Kursar.
The recruit had $1.8 million in annual production before making the move, the regional BD said.
Why advisers should step up their game as the industry goes robo.
The recruits moved to the independent side of Wells Fargo.
A half-dozen recruits jump between the wirehouse rivals.
The experts who chose the wealth management executives says they all possess a adviser-centric approach that’s critical to their success.