Vanguard to Establish New Advice & Wealth Management Division Led by Industry Veteran Joanna Rotenberg [Yahoo! Finance]
Principal Financial Group Inc (PFG)
Last principal financial group inc earnings: 4/27 04:15 pm
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US:NYSE Investor Relations:
investors.principal.com/investor-relations/default.aspx
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Source: Yahoo! Finance
Rotenberg, who joins Vanguard in January 2025, brings extensive experience from her previous roles at Fidelity and BMO Financial Group. The new division aims to democratize advice and wealth management offerings through enhanced technologies and solutions, while maintaining Vanguard's core philosophy of high-quality, diversified, low-cost solutions. The move is part of a series of changes to improve client focus and expand Vanguard's senior leadership team. VALLEY FORGE, Pa. Dec. 9, 2024 /PRNewswire/ -- Vanguard today announced it will establish a new Advice & Wealth Management division focused on enhancing a range of capabilities to improve outcomes for its clients. Industry veteran Joanna Rotenberg will join Vanguard in January 2025 to lead the new division as a managing director and a member of the firm's senior leadership team. Vanguard's existing advice and wealth management businesses are among the fastest growing offers within a large and growing industry segment, grounded
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PFG
Earnings
- 10/24/24 - Miss
PFG
Sec Filings
- 12/20/24 - Form 4
- 12/20/24 - Form 4
- 12/20/24 - Form 4
- PFG's page on the SEC website