Vanguard Group has hired a former executive at its rival, Fidelity Investments, to head a new advice and wealth management ...

Arete Wealth Advisors LLC grew its position in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 78.3% in the third quarter, according to the company in its most recent disclosure with the SEC.

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.

The latest acquisitions by Modern Wealth, co-founded by a trio of former United Capital executives, bring its total to 13 ...

Morgan Stanley and Citigroup Inc. wealth executives are seeing private markets increasingly shape their businesses, marking a ...

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.

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 ...

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 ...

Since arriving in January, CEO Salim Ramji has now named three new members of Vanguard’s senior executive team — all picks ...