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Henry Yoshida is founder CEO and co-founder of Rocket Dollar.
He is a successful entrepreneur, CFP practitioner and licensed real estate agent. Previously he founded venture capital-backed robo advisor retirement plan platform Honest Dollar (acquired by Goldman Sachs); was the founder of MY Group (acquired by CAPTRUST), a $2.5 billion assets under management investment firm; and was a vice president at Merrill Lynch.
November 8
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Although no Republicans voted for the measure two years ago, some of its incentives, such as tax credits for producing hydrogen and capturing carbon dioxide, are very popular with oil companies and other core GOP constituencies.
November 8
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Michael Kitces recently warned advisors about AI developers who promise their decision-making algorithm can beat the market. Software providers disagree, arguing advisors will one day need such AI tools.
November 7
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Of all the social networks, LinkedIn may be the trickiest combination of social and professional. Here's how financial advisors get the most out of it.
November 7
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A judge's opinion is likely to be cited in scores of arbitration cases in which ex-advisors say they are still owed money from big wealth management firms.
November 7
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Axos Clearing partners with Envestnet to integrate Envestnet's managed account features into the Axos Clearing portal, streamlining portfolio management.
November 7
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As Donald Trump returns to the White House, what changes can seniors — and their advisors — expect to America's oldest social program?
November 7
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Target-date fund holders who invested through taxable accounts absorbed a giant capital gains distribution because of the firm's flub, the plaintiffs say.
November 7
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Daniel Steadman is the Vice President of Underwriting and Program Development for
Insurance Canopy . As an experienced Chartered Property and Casualty Underwriter, Daniel knows what types of coverage risks small business owners face and is committed to creating insurance solutions to help protect them in case of a claim.November 7
