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 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 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 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. The move comes as leading asset managers expand their wealth management services to meet growing client demand in the backdrop of an increasingly complex and volatile investment landscape.
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 hires Canadian wealth management executive Joanna Rotenberg to lead new advice division
Vanguard, one of the largest money managers in the world, is hiring Canadian executive Joanna Rotenberg to lead its newly created advice and wealth management division. Ms. Rotenberg’s hiring is part of a restructuring led by Vanguard’s new chief executive officer,
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 ...
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 ...
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Meet Salim Ramji, Who Is Going to Oversee the Retirement Assets of Tens of Millions of Americans
Salim Ramji grew up in British Columbia and spent summers working in the grocery store his father ran. During the school year, he debated. “Salim, who has won every debate he has entered in four ...
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20 people who will shape wealth management in 2025
President-elect Donald Trump will loom large over financial services next year. But new CEOs at Vanguard and LPL Financial, ...
Preparing For The Great Wealth Transfer?
Vanguard forms a new Advice & Wealth Management unit, signaling a shift in focus to capture additional revenue sources. Read ...
InvestmentNews1d
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 ...
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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, ...