Horatio Alger Association of Canada June 16, 2025 at 9:05am ADT ·4 min read –7th annual Excellence Gala to be held November 12, 2025 at the Fairmont Royal York– ...

Daniel Sotiroff: Yes. I think you’re referring to Joanna Rotenberg, right? I hope I’m pronouncing her last name correctly. But, yeah, she kind of came over from Fidelity. That was her past ...

To kick the advice effort into high gear, Ramji has carved it out of the broader retail business and brought in Joanna Rotenberg, who played a similar role at Fidelity and Canada’s BMO, to run it.

On Dec. 15, Vanguard introduced a major push into the Investment Advisor business with the heading "Advice And Wealth Management" to be led beginning Jan. 1 by Joanna Rotenberg, who as the ...

As part of an effort to grow its advice business, Vanguard has created a new advice and wealth management division and hired former Fidelity executive Joanna Rotenberg to lead it. At Fidelity ...

Vanguard is to establish a new Advice & Wealth Management division focused on enhancing a range of capabilities to improve outcomes for its clients. Industry veteran Joanna Rotenberg (pictured) will ...

Joanna Rotenberg, who left rival Fidelity Investments last year, has been tapped to lead Vanguard's new advice and wealth management division beginning in January. Vanguard said advice and wealth ...

Vanguard has announced the formation of a new Advice & Wealth Management division, aiming to enhance services for clients through improved technology and offerings. Joanna Rotenberg, an experienced ...

The business will be managed by Joanna Rotenberg, who most recently served as president of Personal Investing at Fidelity Investments and was the force behind splitting its wealth and brokerage ...