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Vanguard, Fidelity
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
The company has previously indicated that wealth management is a key area of growth for Vanguard alongside active management. The creation of a new division and the hiring of a top industry executive to lead it are also a sign that CEO Salim Ramji,
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 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
1d
Robinhood to take on Charles Schwab, Fidelity in a key business
We plan on creating a world class referral program for all the people that are looking for advice and solutions,” Robinhood ...
6d
on MSN
Week’s Best: Fidelity’s Cash-Sweep Play
The move applies to grandfathered accounts overseen by independent financial advisors that had previously been exempt from ...
Financial Planning
19h
Cetera CEO on embracing the 'RIA-ization' of the industry
Mike Durbin on Cetera's M&A plans, why consolidation will barrel forward in the wealth management industry and the advantages ...
Think Advisor
6d
Number of 401(k) Millionaires Rises Nearly 10%: Fidelity
Fidelity’s report shows the average 401 (k) savings rate held steady during the quarter at 14.1%. This includes both employee ...
8d
Fidelity to Push Advisor Clients Into Lower-Yielding Cash Sweep Accounts
The company is changing a policy that will affect how much some clients earn on cash held in nonretirement accounts.
7d
Number of 401(k) ‘millionaires’ just jumped by 9.5%
A new analysis by Fidelity Investments, one of the largest providers of 401(k) retirement plans, found that the number of ...
1d
on MSN
The 7 Best Fidelity Mutual Funds to Buy and Hold
However, if you prefer to stick with a single asset manager, Fidelity has plenty of incentives to keep your investments ...
Cryptopolitan on MSN
8h
BlackRock accelerates Ethereum (ETH) acquisition; more than $500M flow into ETFs in the past days
More than $500M flowed into Ethereum ETFs in the past days, showing renewed consumer interest. BlackRock and Fidelity were ...
planadviser.com
6d
Auto-Portability Reaches 2.2M Fidelity Participants in Attempt to Limit Cash-Outs
Fidelity Investments’ retirement report for the third-quarter highlighted its recent adoption of automatic portability for ...
2d
Here’s Why GE Vernova (GEV) Gained Around 49% The Past Three Months
Fidelity Investments, an investment management company, recently released its “Fidelity Dividend Growth Fund” third quarter ...
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Vanguard
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Joanna Rotenberg
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