Fidelity, Vanguard

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,”
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 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 doubles down on wealth management
Hiring has fallen more sharply in the UK than in other big economies over the past year, Vanguard will break its advisory business into a separate unit, and Israel has taken more Syrian territory. Plus,
Vanguard to set up new advice and wealth management unit
Joanna Rotenberg will join Vanguard in January 2025 as managing director and member of the company’s senior leadership team.
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 ...
planadviser.com2d
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.
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 ...
Prediction: These 5 High-Flying Vanguard ETFs Will Trounce the S&P 500 in 2025
Vanguard's five birds of a feather for 2025 The five Vanguard ETFs I'm especially bullish about for next year are birds of a ...
LEADERSHIP Newspaper2d
Group Commends Tinubu, Matawalle For Acknowledging Danfulani Despite Rescinded Appointment
The Zamfara All Progressives Vanguard has expressed gratitude to President Bola Ahmed Tinubu and minister of state for ...
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 Advisor3d
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.
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 ...