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Vanguard, Fidelity
Former Fidelity exec Joanna Rotenberg to lead new division at rival Vanguard
Vanguard Group has hired a former executive at its rival, Fidelity Investments, to head a new advice and wealth management division beginning in January.
Vanguard Doubles Down on Financial Advice, Hires Ex-Fidelity Exec to Lead New Wealth Unit
The company has previously indicated that wealth management is a key area of growth for Vanguard alongside active management. The creation of a new division and the hiring of a top industry executive to lead it are also a sign that CEO Salim Ramji,
Vanguard to set up new advice and wealth management unit
Joanna Rotenberg will join Vanguard in January 2025 as managing director and member of the company’s senior leadership team.
Vanguard forms new advice and wealth management unit
Vanguard, the closely held company known for popularizing passive ETFs, will create a new Advice & Wealth Management division, and is bringing in an outsider to head it up, the company said Monday. Joanna Rotenberg will join the company in January 2025 to head the new division as a managing director and a member of the company's senior leadership
1h
BlackRock and Fidelity Purchase $500 Million in Ethereum ETFs Following SEC Approval
BlackRock and Fidelity, two major financial firms, have purchased over $500 million worth of Ethereum (ETH) through their ...
5d
on MSN
Week’s Best: Fidelity’s Cash-Sweep Play
The move applies to grandfathered accounts overseen by independent financial advisors that had previously been exempt from ...
1d
Robinhood to take on Charles Schwab, Fidelity in a key business
We plan on creating a world class referral program for all the people that are looking for advice and solutions,” Robinhood ...
Financial Planning
6h
Cetera CEO on embracing the 'RIA-ization' of the industry
Mike Durbin on Cetera's M&A plans, why consolidation will barrel forward in the wealth management industry and the advantages ...
cryptoglobe
2d
Spot Bitcoin ETFs Attract $9.9 Billion in Inflows After Trump’s Election Victory
Spot Bitcoin exchange-traded funds (ETFs) have seen nearly $10 billion inflows since Republican presidential candidate Donald ...
Think Advisor
6d
Number of 401(k) Millionaires Rises Nearly 10%: Fidelity
Fidelity’s report shows the average 401 (k) savings rate held steady during the quarter at 14.1%. This includes both employee ...
1d
Here’s Why GE Vernova (GEV) Gained Around 49% The Past Three Months
Fidelity Investments, an investment management company, recently released its “Fidelity Dividend Growth Fund” third quarter ...
1d
on MSN
The 7 Best Fidelity Mutual Funds to Buy and Hold
However, if you prefer to stick with a single asset manager, Fidelity has plenty of incentives to keep your investments ...
InvestmentNews
5d
Retirement savings rise with two account types posting record highs
A new report from Fidelity Investments found that, across generations, retirement savings accounts saw positive gains from ...
6d
on MSN
Gen X helps drives retirement savings balances to new record
Generation X has been boosting its efforts to build nest eggs for retirement, according to the newly-released third-quarter ...
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Vanguard
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Salim Ramji
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