Vanguard Group has hired a former executive at its rival, Fidelity Investments, to head a new advice and wealth management ...

Joanna Rotenberg will join Vanguard in January 2025 as managing director and member of the company’s senior leadership team.

Since arriving in January, CEO Salim Ramji has now named three new members of Vanguard’s senior executive team — all picks ...

Vanguard today announced it will establish a new Advice & Wealth Management division focused on enhancing a range of capabilities to improve outcomes for its clients. Industry veteran Joanna Rotenberg ...

The asset management giant's new division, set to launch next year, comes as the firm announces other hires to shake up its ...

At first glance, Vanguard and Robinhood don’t appear to have much in common. Robinhood is buying TradePMR, a custodian for independent financial advisors, and is preparing to launch an AI-powered ...

Money manager Vanguard said on Monday it will establish a new advice and wealth management division led by industry veteran ...

Vanguard announces the creation of a new Advice & Wealth Management division led by industry veteran Joanna Rotenberg, aiming ...

Vanguard Group created a new advice and wealth management division and hired an outsider from Fidelity Investments to run it.

Vanguard announced today that it will create an Advice & Wealth Management division that will be headed by the former president of personal investing at Fidelity.

The new division will be headed by a former Fidelity executive and be separate from Vanguard’s Personal Investor segment.

To further boost its wealth management offerings, Vanguard announced Dec. 9 that it will establish a new Advice & Wealth Management division focused on enhancing a range of capabilities to improve ...