• Topics
    • AI
    • Banking
    • Blockchain/DeFi
    • Embedded Finance
    • Fraud/Identity
    • Investing
    • Lending
    • Payments
    • Regulation
    • Startups
  • Newsletters
    • Fintech Nexus Daily
    • The Fintech Blueprint
  • Podcasts
  • Products
    • Webinars
    • White Papers
  • Events
    • Fintech Nexus Events
    • Fintech Meetup
  • The Fintech Blueprint
  • Advertise
    • Fintech Nexus
    • The Fintech Blueprint
  • Search
  • Sign in
Home
TD Ameritrade
Latest
  • Latest
  • Oldest
  • Random
  • A to Z

TD Ameritrade

CryptoInvestingroboadvisor
·Dec. 10, 2021

Investing in real estate, crypto, and startups using your retirement account, with Rocket Dollar CEO Henry Yoshida

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!

Read Full Story
asset managementdecentralized financeInvestingroboadvisor
·Nov. 20, 2020

How roboadvisors, B2C fintechs, and high tech giants are causing deep shifts in wealth management

We are syndicating a deep conversation across roboadvice, high tech and payments, and fintech bundling that we had with Craig Iskowitz of Ezra Group Consulting.

Check out Ezra Group Consulting here to learn more about digital wealth and Craig’s consulting practice. He is one of the sharpest software consultants in the RIA space, and his firm works with wealth management firms and fintech vendors to provide technology strategy and market research.

We had a lot of fun in this conversation and cover TD & Schwab, Wealthsimple, M1 Finance, Ant & Tencent, and Robinhood, among others. The full transcript is provided along with the recording — worth a read for the illustrations alone.

Read Full Story
Cryptodecentralized financeInvestingphilosophyroboadvisor
·Jul. 20, 2020

How Robinhood makes $90MM from order flow, and how DeFi is different

Looking into the statistics of gambling is illuminating and depressing. The UK, where gambling is more widely accepted than in the US, sees rates of 40-60% across all adults according to 2016 research. Revenues for casinos are over $100 billion annually, and global gambling revenues, including sports betting and the national lotteries, amount to over $400 billion. That's like the equivalent of the entire software cloud industry. And it asymmetrically addicts and disadvantages the already disadvantaged (see academic research here, here, and here).

Read Full Story
FintechNews RoundupUSA
·Apr. 13, 2020

Inside TD Ameritrade’s Shift to Work from Home

TD Ameritrade’s investment in their Halo Desktop a few years ago allowed the company to get ahead of the curve...
Read Full Story
FintechNews RoundupUSA
·Feb. 11, 2020

Financial Firms Find Success with Alexa Flash Briefings

Financial firms like TD Ameritrade and Ritholtz Wealth Management have found early success in interacting with customers through Amazon’s Alexa...
Read Full Story
entrepreneurshipexchanges / cap mktsInvestingmarketingroboadvisor
·Aug. 20, 2021

Altruist CEO Jason Wenk on WealthTech, financial planning, advice, and generally improving financial health

In this conversation, we chat with Jason Wenk, who is the Founder & CEO at Altruist. Apart from this Jason is a writer, self-proclaimed math geek, and investment systems developer. He began his career at Morgan Stanley in NYC at age 20, working on investment research and asset management systems development. After this Jason founded FormulaFolios: quantitative, computer-driven investment models based on academic research to help remove emotion from investing. FormulaFolios would later develop into a standalone asset manager and go on to rank as a fastest-growing private company by Inc. magazine 4 years in a row, reaching as high as #10 in 2017.

More specifically, we discuss all things wealth tech, as well as, serving people with financial planning, financial advice, and generally improving their financial health.

Read Full Story
Cryptoexchanges / cap mktsInvesting
·Oct. 30, 2020

Understanding Robinhood, Derivatives, and Market Makers with Paul Rowady of Alphacution

In this conversation, we talk with Paul Rowady, who is the Director of Research for Alphacution Research Conservatory. Paul has a deep background in capital markets, derivatives, and the macro structure of the industry. He has been uncovering the transformation of that structure with data driven analyses, making visible the economics of market makers like Citadel and retail order flow aggregators like Robinhood. This is a rich discussion of what trading stocks is really like. And make sure to check out Alphacution.

Read Full Story
Cryptodecentralized financeInvestingroboadvisor
·May. 11, 2020

$700B Franklin Templeton buys wealth tech AdvisorEngine, while digital investing DeFi revolution only starting

This week, I pause to reflect on the sales of (1) AdvisorEngine to Franklin Templeton and (2) the technology of Motif Investing to Schwab. Is all enterprise wealth tech destined to be acquired by financial incumbents? Has the roboadvisor innovation vector run dry? Not at all, I think. If anything, we are just getting started. Decentralized finance innovators like Zapper, Balancer, TokenSets, and PieDAO are re-imagining what wealth management looks like on Ethereum infrastructure. Their speed of iteration and deployment is both faster and cheaper, and I am more excited for the future of digital investing than ever before.

Read Full Story
FintechNews RoundupUSA
·Mar. 2, 2020

Robinhood Reports System-Wide Outage

Robinhood is currently experiencing a system-wide outage and follows news of other recent outages; Fidelity and Charles Schwab both had...
Read Full Story
FintechNews RoundupUSA
·Feb. 6, 2020

Schwab Executives Provide Insight into TD Ameritrade Deal and Future of Market

Charles Schwab’s CEO, COO and Head of Adviser Services presented details to analysts on how the TD Ameritrade merger is...
Read Full Story
Load More

Popular posts

Today:

  • ector isometric bank building with ATM and banking services related billboard advertisingVector isometric bank building with ATM and banking services related billboard advertisingFintech Nexus Newsletter (October 26, 2023): Regulators Crack Down on Banks and their Debit Card Fees Oct. 26, 2023
  • Fintech Nexus Newsletter (December 8, 2023): Why the Apple-Goldman breakup doesn't matterFintech Nexus Newsletter (December 8, 2023): Why the Apple-Goldman breakup doesn’t matter Dec. 8, 2023
  • prism dataCashScore v3 uses open banking for better results Jan. 3, 2023
  • Jason Bates, Co-Founder of 11:FS on a new framework for banking innovationJason Bates, Co-Founder of 11:FS on a new framework for banking innovation Dec. 7, 2023
  • LatAm fintechs propose joint open finance regulationLatAm fintechs propose joint open finance regulation May. 29, 2023
  • Shivani Siroya and Nicole CaspersonUSA 2023: When trust is radical: lending app builds mutually beneficial relationship with customers May. 11, 2023
  • Portão 3Portão 3 raises $3.6 million in LatAm Jan. 24, 2023
  • Fintech Nexus NewsletterBinance: the train wreck in slow motion? Sep. 26, 2023
  • cfpbFintech News Roundup for the Week Ending October 20, 2023 Oct. 20, 2023
  • Addition by simplification: TruStage’s process is making life insurance more widely availableAddition by simplification: TruStage’s process is making life insurance more widely available Nov. 27, 2023

This month:

  • house of cardsGoldman bids farewell to consumer banking push Jul. 3, 2023
  • Generative AI Adoption at Banks:  Opportunities for Fintechs?Generative AI Adoption at Banks:  Opportunities for Fintechs? Nov. 16, 2023
  • Phil Goldfeder, CEO of the American Fintech CouncilLessons Learned at the American Fintech Council’s 2023 Policy Summit in DC Nov. 15, 2023
  • Electric power plug holding in hand. Unplug, and plugged in the wall socket. Vector illustration flat design. Connecting power plug. Sparks flying from the outlet.When Every Company is a Fintech Who Handles Compliance? Nov. 8, 2023
  • dani fava podcastThe Fintech Coffee Break – Dani Fava, Envestnet Nov. 20, 2023
  • In Mexico, fintechs eagerly await the delayed Open Finance regulationIn Mexico, fintechs eagerly await the delayed Open Finance regulation Nov. 17, 2023
  • Jacob Haar, Co-Founder & Managing Partner, Community Investment ManagementJacob Haar, Co-Founder and Managing Partner at Community Investment Management (CIM) on debt investing with impact Nov. 16, 2023
  • Embedded lending can solve BNPL's in-store checkout problemEmbedded lending can solve BNPL’s in-store checkout problem Nov. 29, 2023
  • LatAm neobanks show promising signs, soaring profits in Q3LatAm neobanks show promising signs, soaring profits in Q3 Dec. 1, 2023
  • LatAm fintechs propose joint open finance regulationLatAm fintechs propose joint open finance regulation May. 29, 2023

  • About
  • Contact
  • Disclaimer
  • Our Team
  • Privacy Policy
  • Terms
  • Write For Us
Copyright © 2023 Fintech Nexus
  • Topics
    • AI
    • Banking
    • Blockchain/DeFi
    • Embedded Finance
    • Fraud/Identity
    • Investing
    • Lending
    • Payments
    • Regulation
    • Startups
  • Newsletters
    • Fintech Nexus Daily
    • The Fintech Blueprint
  • Podcasts
  • Products
    • Webinars
    • White Papers
  • Events
    • Fintech Nexus Events
    • Fintech Meetup
  • Fintech Blueprint
  • Advertise
    • Fintech Nexus
    • The Fintech Blueprint
  • Subscribe
  • Our Team
  • Contact Us
Start typing to see results or hit ESC to close
lis digital banking USA Lending Club UK
See all results