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1 天
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 ...
3 天
Vanguard hires Canadian wealth management executive Joanna Rotenberg to lead new advice ...
Vanguard, one of the largest money managers in the world, is hiring Canadian executive Joanna Rotenberg to lead its newly ...
3 天
on MSN
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 ...
InvestmentNews
3 天
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 ...
3 天
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 ...
2 天
先锋领航成立新的财富管理部门,聘请行业资深人士
先锋领航宣布成立新的建议与财富管理部门,旨在通过改进技术和产品来提升客户服务。金融行业资深领导者Joanna Rotenberg将于2025年1月加入先锋领航,领导这个新部门。Rotenberg此前曾在富达投资和BMO金融集团担任重要职务,她还将成为先锋领航高级领导团队的一员。
Financial Advisor IQ
2 天
Vanguard Taps Ex-Fidelity Exec to Head Carved-Out Wealth Division
Another clue to Vanguard's commitment to wealth management is its CEO: Ramji, who took over from Tim Buckley in July, ...
观点网 on MSN
2 天
基金管理公司Vanguard宣布成立新咨询和财富管理部门
Vanguard宣布成立新咨询和财富管理部门,由Joanna Rotenberg领导,以应对投资环境复杂性和波动性,满足客户需求。
格隆汇 on MSN
2 天
基金管理公司Vanguard计划新成立咨询和财富管理部门
格隆汇12月10日|据英国《金融时报》,基金管理公司Vanguard周一表示,将成立一个新的咨询和财富管理部门,由业内资深人士Joanna ...
1 天
What Vanguard and Robinhood Have in Common Might Surprise You
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 ...
2 天
on MSN
Vanguard plans new advice and wealth management division
Money manager Vanguard said on Monday it will establish a new advice and wealth management division led by industry veteran ...
2 天
Vanguard Taps Ex-Fidelity Executive to Lead New Wealth Division
Vanguard Group created a new advice and wealth management division and hired an outsider from Fidelity Investments to run it.
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