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Vanguard, 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 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 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 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.
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 to Create New Advice & Wealth Management Group
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 outcomes for its clients.
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.
4h
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 ...
5d
on MSN
Meet the Best-Performing Low-Cost Vanguard ETF in 2024. Here's Why It May Still Be a Buy for 2025 and Beyond.
Meet the Best-Performing Low-Cost Vanguard ETF in 2024. Here's Why It May Still Be a Buy for 2025 and Beyond.
Financial Advisor
6h
Vanguard Creates New 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
on MSN
Some Vanguard Investors Face Big Capital Gains Tax Bills
One of Vanguard’s target-date funds is making hefty distributions that could hit certain shareholders with capital-gains ...
4d
2 Vanguard ETFs to Buy Hand Over Fist and 1 to Avoid
One is the Vanguard S&P Small Cap 600 Value ETF (NYSEMKT: VIOV); the other is the Vanguard Small-Cap Value ETF (NYSEMKT: VBR) ...
1d
on MSN
This Vanguard ETF Is Near Its All-Time High -- and Could Soar Even More
The stock market is sizzling hot right now. Many exchange-traded funds (ETFs) offered by Vanguard are performing ...
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Related topics
S&P 500 Index
BlackRock
Fidelity Investments
Joanna Rotenberg
Wealth management
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