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 ...

Industry veteran Joanna Rotenberg will join Vanguard in January 2025 to lead the new division as a managing director and a member of the firm's senior leadership team. Vanguard's existing advice ...

Ms. Rotenberg’s hiring is part of a restructuring led by Vanguard’s new chief executive officer, Salim Ramji, who is also Canadian. Mr. Ramji was hired from rival BlackRock Inc., where he ran ...

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 ...

VALLEY FORGE, Pa., Dec. 9, 2024 /PRNewswire/ -- Vanguard today announced it will establish a new Advice & Wealth Management division focused on enhancing a range of capabilities to improve ...

On Monday, Vanguard announced it's creating a new advice and wealth management division to be led by Fidelity alum Joanna Rotenberg, who's coming on board as managing director and a member of ...

Dec. 9, 2024 /PRNewswire/ -- Vanguard today announced it will establish a new Advice & Wealth Management division focused on enhancing a range of capabilities to improve outcomes for its clients.