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Vanguard doubles down on wealth management
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,”
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
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 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.
Transcript: Vanguard doubles down on wealth management
This is an audio transcript of the FT News Briefing podcast episode: ‘Vanguard doubles down on wealth management’ Kasia Broussalian Good morning from the Financial Times. Today is Tuesday, December 10th.
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 plans new advice and wealth management division
Money manager Vanguard said on Monday it will establish a new advice and wealth management division led by industry veteran Joanna Rotenberg. Leading asset managers are expanding their wealth management services to meet growing client demand in the backdrop of an increasingly complex and volatile investment landscape.
Vanguard to accelerate wealth management drive in restructuring
Vanguard is carving out its $900bn wealth and advice business into a separate unit to speed investment and meet rising demand as its new chief executive sets his stamp on the world’s second-largest money manager.
10h
Vanguard adds 2 executives as CEO Salim Ramji continues to reshuffle senior ranks
Since arriving in January, CEO Salim Ramji has now named three new members of Vanguard’s senior executive team — all picks ...
planadviser.com
7h
Vanguard Plans $900B Advice and Wealth Management Division
The new division will be headed by a former Fidelity executive and be separate from Vanguard’s Personal Investor segment.
Financial Advisor
12h
Vanguard Creates New Wealth Management Advisory Division
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.
4d
Top Vanguard executive to retire after nearly three decades
She has been recognized by Barron’s as one of the 100 Most Influential Women in Finance for five consecutive years.
10d
3 Top Vanguard ETFs to Buy Right Now and Hold Forever
Dividend stocks tend to outperform in falling-interest-rate environments, and that's especially true for those with ...
1d
The Smartest Vanguard ETF to Buy With $500 Right Now
ETFs bring instant diversification, and new investors don't need to worry about when is the best time to buy or sell ...
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Related topics
S&P 500 Index
wealth management
Fidelity Investments
Salim Ramji
Joanna Rotenberg
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