On Dec. 15, Vanguard introduced a major push into the Investment Advisor business with the heading "Advice And Wealth Management" to be led beginning Jan. 1 by Joanna Rotenberg, who as the ...

Vanguard Group CEO Salim Ramji has hired a former executive at its rival, Fidelity Investments, to head a new advice and wealth management division beginning in January. Joanna Rotenberg ...

Investment management company Vanguard has announced the creation of a new advice and wealth management division, which will be headed by Joanna Rotenberg. Vanguard’s advice and wealth ...

Vanguard has announced the formation of a new Advice & Wealth Management division, aiming to enhance services for clients through improved technology and offerings. Joanna Rotenberg, an ...

As part of an effort to grow its advice business, Vanguard has created a new advice and wealth management division and hired former Fidelity executive Joanna Rotenberg to lead it. At Fidelity ...

Industry leader Joanna Rotenberg will step into the role of managing director in January 2025, becoming part of Vanguard’s senior leadership team. The new division will focus on enhancing ...

Vanguard has announced the formation of a new Advice & Wealth Management division, aiming to enhance services for clients through improved technology and offerings. Joanna Rotenberg, an experienced ...

You can bet that wealth management operation is only going to grow under the leadership of Joanna Rotenberg, the former executive from Fidelity Investments who will join Vanguard in January.

There's a big restructuring coming to Vanguard, one of the largest providers ... The business will be managed by Joanna Rotenberg, who most recently served as president of Personal Investing ...