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Alex Ortolani on Muck Rack

Alex Ortolani

Verified
(He/Him)
New York
As seen in: Wealth Management, Yahoo Finance, Yahoo, Frommer's, PLANSPONSOR, Chief Investment Officer, PLANADVISER, Our Community Now, The Wealth Advisor, BISA Portfolio
Sr. reporter at WealthManagement.com (@wealth_mgmt)

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Alex Ortolani’s Biography

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Returned to journalism after a decade of work in media relations and comms in fields including international relations, economics, retail (books), and finance. Prior to those roles reported for outlets including Bloomberg News, The South China Morning Post, and The Wall Street Journal in Hong Kong as a Henry Luce Scholar.

Articles

UBS Recruits 3 Advisor Teams of Combined $2.6B in Client Assets Original

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By Alex Ortolani Verified
| Wealth Management Verified
UBS, which has been seeking to combat attrition among its North American advisor pool, reported three advisory team wins on Friday that had been overseeing a combined $2.6 billion at competitors Merrill Lynch and Morgan Stanley. According to the Switzerland-based bank’s wealth management arm, financial advisor John Hall has shifted his Merrill practice in Bellevue, Wash., to the UBS Pacific Northwest Market group.
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Deals & Moves: NewEdge Wealth, LPL, Osaic Poach From Rivals

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By Alex Ortolani Verified
| Yahoo Finance Verified
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. NewEdge Wealth, the ultra-high-net-worth division of NewEdge Capital Group, recruited four wealth managers to staff a new Fort Lauderdale, Fla., location, marking the firm's fourth office in the state, the company announced.
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Can the ‘Vanguard Effect’ Extend to Wealth Management? Original

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By Alex Ortolani Verified, Diana Britton Verified
| Wealth Management Verified
In the mid-1970s, Jack Bogle’s experiment with low-cost index funds at an asset manager owned by its investors ushered in what came to be known as The Vanguard Effect, a low-cost investing environment that reshaped the industry. That bet paid off in spades.
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