Vanguard Launches New Advice and Wealth Management Division

Published on December 10, 2024

The initiative will be led by Joanna Rotenberg, who is joining the company from Fidelity.

Continue reading on website
Other news

The Spillover Effects of NVIDIA and Ozempic

December 10, 2024
We decided to see which companies saw the greatest spillover effects from these two revolutionary technologies.

A Taxpayer Horror Story: How One Client’s $800,000 Tax Refund Was Stolen and What Advisors Can Do About It

December 10, 2024
Financial advisors are in a prime position to help clients adopt preventive measures against tax-related identity theft.