Fidelity, Vanguard

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 Doubles Down on Financial Advice, Hires Ex-Fidelity Exec to Lead New Wealth Unit
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 management division which oversees more than $900 billion in assets.
Vanguard Taps Ex-Fidelity Exec to Head Carved-Out Wealth Division
Another clue to Vanguard's commitment to wealth management is its CEO: Ramji, who took over from Tim Buckley in July, previously served as BlackRock 's head of U.S. wealth advisory and head of McKinsey's asset and wealth management practice.
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 hires Canadian wealth management executive Joanna Rotenberg to lead new advice division
Vanguard, one of the largest money managers in the world, is hiring Canadian executive Joanna Rotenberg to lead its newly created advice and wealth management division.
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. The move comes as leading asset managers expand their wealth management services to meet growing client demand in the backdrop of an increasingly complex and volatile investment landscape.
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.
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 ...
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 ...
What Vanguard and Robinhood Have in Common Might Surprise You
At first glance, Vanguard and Robinhood don’t appear to have much in common. The former is a decades-old asset manager known ...