Joanna Rotenberg, who left rival Fidelity Investments last year, has been tapped to lead Vanguard's new advice and wealth management division beginning in January. Vanguard said advice and wealth ...

On Thursday, the company said it has hired former Fidelity executive Joanna Rotenberg to lead a new advice and wealth management division which oversees more than $900 billion in assets.

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 ...

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 ...

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 ...

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 ...

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 and ...