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 Doubles Down on Financial Advice, Hires Ex-Fidelity Exec to Lead New Wealth Unit
Vanguard has been a positive force in democratizing investing, helping to give tens of millions of investors the best chance for investment success,”
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 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 forms new advice and wealth management unit
Vanguard, the closely held company known for popularizing passive ETFs, will create a new Advice & Wealth Management division, and is bringing in an outsider to head it up, the company said Monday. Joanna Rotenberg will join the company in January 2025 to head the new division as a managing director and a member of the company's senior leadership
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.
Prediction: These 5 High-Flying Vanguard ETFs Will Trounce the S&P 500 in 2025
Each of these Vanguard ETFs has performed well this year, although none has delivered returns as high as the S&P 500. The Vanguard Rusell 2000 Growth ETF is the biggest winner of 2025 in the group, ...
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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 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 ...
This Vanguard ETF Is Near Its All-Time High -- and Could Soar Even More
The stock market is sizzling hot right now. Many exchange-traded funds (ETFs) offered by Vanguard are performing ...
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Vanguard Target Retirement Income Fund
Vanguard's focus on delivering a simple solution for retirement saving makes the resources suitable. Roach’s team, which includes equity index group senior portfolio manager Walter Nejman and ...
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Group Commends Tinubu, Matawalle For Acknowledging Danfulani Despite Rescinded Appointment
The Zamfara All Progressives Vanguard has expressed gratitude to President Bola Ahmed Tinubu and minister of state for ...
Top Vanguard executive to retire after nearly three decades
She has been recognized by Barron’s as one of the 100 Most Influential Women in Finance for five consecutive years.
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Vanguard Creates New Advisory Division
Vanguard announced today that it will create an Advice & Wealth Management division that will be headed by the former president of personal investing at Fidelity.