Articles tagged "Joanna Rotenberg"
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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
Joanna Rotenberg is departing Fidelity Investments after only two years, writing that she traveled 20,000 miles and successfully split her retail division into wealth and brokerage units
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
December 16, 2023 at 2:22 AM
Abby Johnson hires Canadian whiz and possible successor to head up, monetize and automate Fidelity retail to close early digital deficits with Schwab, Robinhood and Vanguard-- and maybe win institutionally embedded 401(k) millionaires
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.
