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.

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 ...

Vanguard Group created a new advice and wealth management division and hired an outsider from Fidelity Investments to run it.

Vanguard is putting renewed emphasis on growing its financial advice business. On Thursday, the company said it has hired ...

Vanguard announces the creation of a new Advice & Wealth Management division led by industry veteran Joanna Rotenberg, aiming ...

Vanguard, one of the largest money managers in the world, is hiring Canadian executive Joanna Rotenberg to lead its newly ...

To further boost its wealth management offerings, Vanguard announced Dec. 9 that it will establish a new Advice & Wealth Management division focused on enhancing a range of capabilities to improve ...