Alex Ortolani's profile photo

Alex Ortolani

Brooklyn, New York

Senior Reporter at Wealth Management

Reporter for @PLANADVISER at ISS Media.

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Articles

  • The Challenges of Integrations Post-Acquisition

    2 days ago | wealthmanagement.com | Alex Ortolani

    The head of a $28.5B RIA and an industry consultant tell an audience at the BNY Pershing INSITE conference why acquiring firms, even in this competitive market, is easier than integrating for long-term growth. Haig Ariyan, the CEO of acquisitive Arax Investment Partners, told an audience of advisors Wednesday that it’s possible to grow through acquisitions even in today’s competitive market, but if it isn’t done with a plan and purpose, there may be harder work to come.

  • Capital Group, KKR Execs Push for Broader Private Market Investing Access

    3 days ago | wealthmanagement.com | Alex Ortolani

    Also at this year’s BNY Pershing INSITE conference, KKR, which has partnered on a private/public fund with Capital Group, predicts that wealth management will eventually drive “30% to 50%” of the firm’s overall revenue.

  • RIA Sellers Could Face as Much as 30% Variance on Offers

    3 days ago | wealthmanagement.com | Alex Ortolani

    As the RIA M&A market evolves, market pricing is getting harder to set as valuations become more “nuanced,” according to a panel at this year’s BNY Pershing INSITE conference. Merger and acquisition experts agree that dealmaking in the registered investment advisor space is booming.

  • Captrust Names Former Echelon Managing Director M&A Head

    4 days ago | wealthmanagement.com | Alex Ortolani

    Mike Wunderli will guide the acquisition strategy of the $1 trillion Captrust in a newly conceived role across wealth and employer-based retirement plan advice. Captrust Financial Advisors, the $1 trillion registered investment advisor based in Raleigh, N.C.,has hired a new head of mergers and acquisitions after about a year of searching.

  • EP Wealth Expands to Boise with $900M RIA Acquisition, Seeks New Capital

    4 days ago | wealthmanagement.com | Alex Ortolani

    CEO Ryan Parker said Buffington Mohr McNeal will join EP Wealth as a “hub” from which the mega-RIA can expand. EP Wealth, the Torrance, Calif.-based registered investment advisor with over $32.6 billion in client assets, has expanded into Boise, Idaho, by adding RIA Buffington Mohr McNeal. BMM is a fee-only RIA founded in 1998 by Dean Buffington, Bruce Mohr and Carey McNeal.

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Alex Ortolani
Alex Ortolani @OrtolaniAlex
13 Apr 23

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Alex Ortolani
Alex Ortolani @OrtolaniAlex
11 Apr 23

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Alex Ortolani
Alex Ortolani @OrtolaniAlex
3 Apr 23

Adviser Group Forecasts Federal, Private Plan “Battle” Over US Retirement System A government-led plan threatens private 401(k) industry, NAPA head tells national conference. A think tank proponent says the plan focuses on left-be…https://t.co/MPVPbh0CUR https://t.co/ntmPyF5xuk