Predicting what will happen in markets next year is even harder with Donald Trump returning to the White House ...
Vanguard has revolutionized retail investing over the past 50 years — now, it’s got its eye on financial advice.
Vanguard Establishes New Advice and Wealth Management Division Vanguard has unveiled plans to launch a dedicated advice and wealth management division, set to be led by Joanna Rotenberg, who will join ...
Industry veteran Joanna Rotenberg (pictured) will join Vanguard in January 2025 to lead the new division as a managing ...
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 ...
Vanguard Group has hired a former executive at its rival, Fidelity Investments, to head a new advice and wealth management ...
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 ...
The new division will be headed by a former Fidelity executive and be separate from Vanguard’s Personal Investor segment.
Another clue to Vanguard's commitment to wealth management is its CEO: Ramji, who took over from Tim Buckley in July, ...
Vanguard forms a new Advice & Wealth Management unit, signaling a shift in focus to capture additional revenue sources. Read ...
Joanna Rotenberg will join Vanguard in January 2025 as managing director and member of the company’s senior leadership team.
CEO Salim Ramji only joined Vanguard from BlackRock, the world’s largest asset manager, in July, but he has acted swiftly to ...