She’s been recognized as one of the 100 Most Influential Women in U.S. Finance by Barron's and one of Canada's Most Powerful Women by the Women’s Executive Network.

VALLEY FORGE, PA — Vanguard announced the creation of a new Advice & Wealth Management division aimed at advancing its investment solutions to better serve clients. Industry leader Joanna ...

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 ...

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 ...

Vanguard is putting renewed emphasis on growing its financial advice business. On Thursday, the company said it has hired former Fidelity executive Joanna Rotenberg to lead a new advice and wealth ...

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 ...

Leading the division will be Joanna Rotenberg, who will join Vanguard in January 2025 as a managing director and a member of the senior leadership team. As the former president of personal investing ...

As part of an effort to grow its advice business, Vanguard has created a new advice and wealth management division and hired former Fidelity executive Joanna Rotenberg to lead it. At Fidelity ...

Dec 9 (Reuters) - Money manager Vanguard said on Monday it will establish a new advice and wealth management division led by industry veteran Joanna Rotenberg. Leading asset managers are expanding ...