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MyChesCo on MSN
15 小时
Vanguard Forms New Wealth Division, Appoints Joanna Rotenberg as Leader
Industry leader Joanna Rotenberg will step into the role of managing director in January 2025, becoming part of Vanguard’s ...
6 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 ...
Yahoo
2 天
Week’s Best: Vanguard Goes Deep on Financial Advice
As part of an effort to grow its advice business, Vanguard has created a new advice and wealth management division and hired ...
5 天
Vanguard宣布十年来最大规模重组计划
本周一 (12月9日),资产管理巨头Vanguard宣布将规模约9,000亿美元的财富及咨询业务拆分为独立部门,并任命曾担任麦肯锡合伙人及富达个人投资业务总裁的Joanna Rotenberg为部门主管,明年1月起正式生效。
InvestmentNews
6 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 ...
6 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 ...
5 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。
腾讯网
6 天
基金管理公司Vanguard宣布成立新咨询和财富管理部门
观点网讯: 12月10日,全球领先的基金管理公司Vanguard宣布将成立一个新的咨询和财富管理部门,由资深行业专家Joanna Rotenberg领导。 Vanguard首席执行官Salim Ramji和总裁Greg ...
格隆汇 on MSN
6 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 ...
观点网
5 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。 观点网讯:12月10日,全球领先的基金管理公司Vanguard宣布将成立一个新的咨询和财富管理部门,由资深行业专家Joanna Rotenberg领导。 Vanguard首席执行官 ...
6 天
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 ...
4 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 ...
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