News, Vision & Voice for the Advisory Community
Tag
5 articles
CEO Salim Ramji makes quick secession move as he reshapes Vanguard's executive team in a move to make more DYI investors into advised clients and react to Schwab and Fidelity.
Salim Ramji, himself an outside poach, is shoring up Vanguard's one apparent deficit -- its ability to appeal to the next generation of investors.
The Malvern, Pa., asset manager -- long a DIY advocate -- is busy launching its new 'wealth' divison under Joanna Rotenberg.
At her hire, analysts were adamant the head of Fidelity retail had 'big shoes to fill' to replace legendary Kathleen Murphy and her task of 'digitiizing' retail was no small ask
With the $11.2 -trillion Boston giant hiring 9,000 by year end after opening 5 million new retail accounts in six months, Joanna Rotenberg will be asked to rationalize, unify, digitize and monetize low- or no-revenue millennial accounts.
The Industry Sourcebook for RIAs
RIABiz Directory
sponsored by