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Joanna Rotenberg: Vanguard remains committed to a range of human and digital advice solutions.

Ready to really take on Schwab and Merrill Lynch, Vanguard quantifies 'meaningful' value that financial advisors deliver 'beyond portfolio performance' in code shift

The Malvern, Pa., asset manager -- long a DIY advocate -- is busy launching its new 'wealth' divison under Joanna Rotenberg.

July 8, 2025 at 1:22 AM

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