Vanguard, Fidelity Investments

Former Fidelity exec Joanna Rotenberg to lead new division at rival Vanguard
Vanguard Group has hired a former executive at its rival, Fidelity Investments, to head a new advice and wealth management division beginning in January.
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 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.
Vanguard forms new advice and wealth management unit
Vanguard announces the creation of a new Advice & Wealth Management division led by industry veteran Joanna Rotenberg, aiming to offer new services
Vanguard to Establish New Advice & Wealth Management Division Led by Industry Veteran Joanna Rotenberg
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. 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 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 Preps to Bulk Up Wealth Management
Wealth management is not new to Vanguard, nor is the awkward conflict of providing advisors with the low-cost products they desire while also competing with advisors, but the news this week of a new wealth management head to oversee a bulked-up division looks like increasing advisor competition.
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.
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 Doubles Down on Financial Advice, Hires Ex-Fidelity Exec to Lead New Wealth Unit
The company has previously indicated that wealth management is a key area of growth for Vanguard alongside active management. The creation of a new division and the hiring of a top industry executive to lead it are also a sign that CEO Salim Ramji,
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 ...
What Vanguard and Robinhood Have in Common Might Surprise You
At first glance, Vanguard and Robinhood don’t appear to have much in common. Robinhood is buying TradePMR, a custodian for independent financial advisors, and is preparing to launch an AI-powered ...
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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.