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Articles tagged "Jacqueline Ko Matthews"


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Jacqueline Ko Matthews: We uncommoditize the robo and that's why some of the biggest firms in the country want to invest in us …  advisors need what we're doing.

Marty Bicknell-led Shark Tank-style contest chooses to back super-ambitious RIA-automation startup, but his $25-billion RIA'll keep Orion for now

ScratchWorks picked Jacqueline Ko Matthews' InvestmentPod to improve advisor productivity by 60% but it's still just 'potential,' says Bicknell; Good potential

August 1, 2018 at 5:17 PM

Jacqueline Ko Matthews: They ended up being commoditized in their attempt to disrupt.

No sooner does hedge fund take big Wealthfront stake than the robo pivots toward becoming one

Tiger Global brought $75 million of cash in January but the New York hedge fund's baggage of higher fees, hard-to-grasp fees, PhD investing may have been quickly transferred, too

March 7, 2018 at 11:26 PM

Tim Hockey: There is an advice continuum with do-it-yourselfers on one end and advisor directed investors on the other. In the middle we don’t want to give them a reason to leave, so we have to offer more choices.

Tim Hockey invites channel-conflict question before TD Ameritrade's RIAs, sets good tone at LINC conference

New CEO plants question with his own PR interrogator, relieving tension, albeit with a stock answer, and allowing a successful event to unfold

February 6, 2017 at 6:22 PM

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