Charles Schwab’s decision to cut trading fees to zero on October 1st is paying off with the wealth manager surpassing...
In the early days at Charles Schwab Corp. the company was seen as a discount broker for amateurs and was...
Robinhood is currently experiencing a system-wide outage and follows news of other recent outages; Fidelity and Charles Schwab both had...
Vanguard has joined the growing trend of providing low cost advice for retirement with the launch of Digital Advisor; Digital...
E-Trade says they are going on a hiring spree for financial consultants as they look to scoop up all disenfranchised...
In this conversation, we chat with Henry Yoshida – Co-Founder & Chief Executive Officer, Rocket Dollar. Prior to Rocket Dollar, Yoshida was the co-founder of Honest Dollar, a robo-advisor retirement platform that was acquired by Goldman Sachs, as well as a founder of MY Group LLC, a $2.5-billion assets under management investment firm. Henry shares his industry expertise as a speaker at several industry conferences, as well as having been featured or quoted in the Wall Street Journal, TechCrunch, Bloomberg Businessweek, and Financial Times. Henry has a passion for helping people be the best that they can be and contributes as a member in several financial and technology industry organizations. He graduated from The University of Texas at Austin and has an MBA from Cornell University.
More specifically, we touch on Henry’s career at BoA Merrill Lynch, his role at building a multi-billion dollar RIA business, how he started a digital retirement account platform called Honest Dollar which was sold to Goldman Sach’s neobank Marcus, the inception of Rocket Dollar, we talk IRAs and 401ks and how important these are for the current Gen-Z market, and so so much more!
Charles Schwab’s CEO, COO and Head of Adviser Services presented details to analysts on how the TD Ameritrade merger is...