Vanguard Doubles Down on Financial Advice, Hires Ex-Fidelity Exec to Lead New Wealth Unit
Vanguard has been a positive force in democratizing investing, helping to give tens of millions of investors the best chance for investment success,”
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 to Launch New Advice and Wealth Unit
Vanguard will establish a new Advice & Wealth management division aimed at enhancing current capabilities, to be led by former Fidelity executive Joanna Rotenberg, who will take the role in January and serve as a managing director and member of the firm’s senior leadership team.
Vanguard taps Fidelity veteran Joana Rotenberg for wealth and advice unit
The asset management giant's new division, set to launch next year, comes as the firm announces other hires to shake up its leadership.
Vanguard Taps Ex-Fidelity Executive to Lead New Wealth Division
Vanguard Group created a new advice and wealth management division and hired an outsider from Fidelity Investments to run it.
Vanguard Launches New Advice and Wealth Management Division
Vanguard is launching a new advice and wealth management division headed by industry veteran Joanna Rotenberg. She will join Vanguard from Fidelity in January 2025 and lead the new division as a managing director and member of the firm’s senior leadership team.
Vanguard Taps Ex-Fidelity Exec to Head Carved-Out Wealth Division
Another clue to Vanguard's commitment to wealth management is its CEO: Ramji, who took over from Tim Buckley in July, previously served as BlackRock 's head of U.S. wealth advisory and head of McKinsey's asset and wealth management practice.
Vanguard doubles down on wealth management
Hiring has fallen more sharply in the UK than in other big economies over the past year, Vanguard will break its advisory business into a separate unit, and Israel has taken more Syrian territory. Plus,
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
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The new division will be headed by a former Fidelity executive and be separate from Vanguard’s Personal Investor segment.
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