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Alex Ortolani WealthManagement.com

Alex Ortolani

Senior Reporter, WealthManagement.com

Alex Ortolani is a New York-based senior reporter with WealthManagement.com with a focus on deals, moves and trends in the registered investment advisor space. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies. 

Latest from Alex Ortolani

Peakline Partners Bill Rudnick, executive managing director
Alternative Investments
Private Markets Investments Firm Cresset Partners Rebrands as Peakline PartnersCresset Partners Investment Firm Rebrands as Peakline Partners
byAlex Ortolani
Feb 11, 2025
1 Min Read
Robert Sofia Snappy Kraken
Marketing
Snappy Kraken Launches AI-backed RIA Enterprise HubSnappy Kraken Launches AI-Backed Enterprise Hub
byAlex Ortolani
Feb 11, 2025
2 Min Read

All from Alex Ortolani

Hershey Wealth Advisors Merit Financial
RIA
Merit Acquires $233M Pennsylvania RIA From Osaic
Merit Acquires $233M RIA In Pennsylvania
Feb 11, 2025
|
3 Min Read
byAlex Ortolani, Senior Reporter
Sugarloaf Wealth Management Principal Jason Connolly Prime Capital Financial
RIA
Prime Capital Gains Foothold in Atlanta with $1B RIA
Prime Capital Adds 1B Atlanta RIA
Feb 10, 2025
|
1 Min Read
byAlex Ortolani, Senior Reporter
Kristen Larson Sanctuary Wealth breakaway UBS
RIA
$200M Advisor Leaves UBS to Go Independent with Sanctuary
Sanctuary Lands New $200M Minneapolis RIA
Feb 10, 2025
|
2 Min Read
byAlex Ortolani, Senior Reporter
Mariner Wealth Advisors CEO Marty Bicknell
RIA
Mariner to Add 250 Senior Wealth Advisors in Major Recruiting Push
Mariner Recruiting for 250 Senior Wealth Advisors
Feb 10, 2025
|
2 Min Read
byAlex Ortolani, Senior Reporter
Empower CEO Ed Murphy
RIA
Empower’s Wealth Unit Grows Assets 29% on 401(k) Rollover Capture
Empower Wealth Unit Reports 29% Asset Growth
Feb 7, 2025
|
2 Min Read
byAlex Ortolani, Senior Reporter
IAA President Matt Lampman
Career Moves
One-time Unpaid Intern Becomes President of $4.8B IAA
$4.8B IAA Promotes Former Intern to President
Feb 6, 2025
|
3 Min Read
byAlex Ortolani, Senior Reporter
Corporate Plans Retirement Strategies team
RIA
Deals & Moves: Cetera, Corient and LPL’s RIA Channel Add Advisors
Deals & Moves: Cetera, Corient and LPL Add Advisors
Feb 6, 2025
|
2 Min Read
byAlex Ortolani, Senior Reporter
Clearstead Advisors President and CEO Bradley Knapp
RIA
Clearstead Gains Chicago Area Foothold with $420M RIA
Clearstead Acquires $420M Chicago Area RIA
Feb 5, 2025
|
2 Min Read
byAlex Ortolani, Senior Reporter
EP Wealth office
RIA
EP Wealth Starts 2025 with $500M Nashville Acquisition
EP Wealth Adds $500M Nashville RIA
Feb 4, 2025
|
3 Min Read
byAlex Ortolani, Senior Reporter
FPA CEO Patrick Mahoney
Industry News & Trends
Financial Planning Association Head Patrick Mahoney Dies at 62
FPA CEO Patrick Mahoney Dies from Cancer
Feb 4, 2025
|
2 Min Read
byAlex Ortolani, Senior Reporter
Mercer Advisors
RIA
Mercer Advisors Closes First Deal of 2025 With Nashville-Area RIA
Mercer Advisors Acquires $660M Nashville-Area RIA
Feb 3, 2025
|
2 Min Read
byAlex Ortolani, Senior Reporter
Savvy Wealth Chief Growth Officer David Weiner
RIA
Savvy Taps New Growth Officer to Bolster RIA Push
Savvy Hires RIA Growth Lead
Feb 3, 2025
|
4 Min Read
byAlex Ortolani, Senior Reporter
The Zelin Group at Morgan Stanley
Wirehouse
Morgan Stanley Snags $700M Merrill Advisor Group
$700M Merrill Team Moves to Morgan Stanley
Jan 31, 2025
|
1 Min Read
byAlex Ortolani, Senior Reporter
Yorkville Advisors President and Partner Mark Angelo
RIA
N.J.-Based Yorkville Advisors Affiliate Tapped as RIA for Trump Media’s Financial Venture
NJ-Based Yorkville Advisors Tapped as RIA for Trump Media's Truth.fi
Jan 31, 2025
|
2 Min Read
byAlex Ortolani, Senior Reporter
Vanguard computer screen ETF mutual fund fees
Investment
Vanguard Drops Expense Ratios on 43% of U.S. ETF, Mutual Funds
Vanguard Makes "Historic" Expense Drop on ETFs, Mutual Funds
Jan 31, 2025
|
2 Min Read
byAlex Ortolani, Senior Reporter
Raymond James CEO Paul Reilly
IBD
Raymond James Sees Recruiting Cool; Ameriprise Adds 91 Advisors
Raymond James Sees Recruiting Cool, Ameriprise Adds Advisors
Jan 30, 2025
|
3 Min Read
byAlex Ortolani, Senior Reporter
Stifel CEO Ron Kruszewski
IBD
Stifel Slows Advisor Growth Even as Wealth Revenue Hits Record
The firm’s CEO cited a “very competitive” recruiting market in 2024, but forecasts a better 2025 as longer-term efforts pay off.
Jan 30, 2025
|
2 Min Read
byAlex Ortolani, Senior Reporter
handshake merger
RIA
DeVoe: RIA M&A Activity Hit a New High in 2024
DeVoe: RIA M&A Activity Hit a New High in 2024
Jan 30, 2025
|
2 Min Read
byAlex Ortolani, Senior Reporter
SageSpring Wealth Partners President Jeffrey Dobyns
RIA
Dynasty Adds $6.4B RIA SageSpring from Raymond James
Dynasty Adds $6.4B RIA SageSpring from Raymond James
Jan 28, 2025
|
3 Min Read
byAlex Ortolani, Senior Reporter

Latest news

stock market model portfolios
Investing Strategies
Morningstar: Advisor Use of Custom Model Portfolios Rises
Advisor Use of Custom Model Portfolios Rises

Feb 11, 2025

Peakline Partners Bill Rudnick, executive managing director
Alternative Investments
Private Markets Investments Firm Cresset Partners Rebrands as Peakline Partners
Cresset Partners Investment Firm Rebrands as Peakline Partners

Feb 11, 2025

Kathy Wunderi Wealth.com
Career Moves
Top Hollywood Attorney Joins Wealth.com’s Legal Team
Top Hollywood Attorney Joins Wealth.com’s Legal Team

Feb 11, 2025

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