
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 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.
In line with our mission to provide timely intelligence and insight, On Wall Street launches a redesigned website.
Seth Waugh, former CEO of Deutsche Bank Americas, will be appointed non-executive chairman.
Merrill Lynch's John Thiel was pleased the new regulation addresses several "practical concerns" made during the comment period.
The duo oversaw $700M in client assets before joining the wirehouse as part of a unit working with clients from Latin America.
The team, comprised of three veteran advisors, generated about $11 million in annual revenue.
Young advisors and other newbies in the industry may want to consider the succession route for success in wealth management.
Firms are offering lucrative packages for top producers. Here's what On Wall Street's annual recruiters panel has to say about landing the best offers.
The wirehouse landed another recruit, who had about $500 million in client assets, from its deal to hire Credit Suisse advisors who specialize in Latin American clients.
The small producer is being squeezed out by the industry's focus on bigger profits and larger accounts.
The wirehouse is in the process of enticing over about three dozen Credit Suisse advisors who collectively generate more than $125 million in revenue, according to a person familiar with the matter.