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Tricia Rothschild

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Articles tagged "Tricia Rothschild"

Bill Capuzzi: 'We continue to lay the groundwork for long-term success.'

Tricia Rothschild is out at Apex in run-up to $4.7 billion IPO as an ex-Goldman exec assumes her day-to-day role and two ringers fill big jobs

The ex-Morningstar exec leaves president role after one year as ex-Google and ex-Nasdaq talents step into new CTO and CMO posts.

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Eric Clarke: When we did the agreement with TRX we knew there would be key learnings we could pick up along the way.

The four-year ordeal Orion's president underwent to launch Eclipse -- a sprint to stay in the race with Tamarac and Black Diamond for rebalancing

Eric Clarke tried to build, failed, bought, but kept on building until he got Amazon-ensconsed Eclipse

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Fidelity's Ed O'Brien, backed by a 30-strong army of staffers, unveiled a bundling app geared toward planning, not investing.

How tech vendors pierced the glare generated by Fidelity's uni-bundle to get their message in edgewise to 650 advisors at T3

Apt metaphors for the state of the RIA business included a giant alarm clock and an actual drone delivering financial advice in the time of robo

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Tricia Rothschild: We haven't allowed advisors to act. Now when you want to make a trade, you don't need to go somewhere else.

Morningstar buys standalone rebalancer to fulfill its all-in-one vision by getting Sheryl Rowling to cash out and go back to RIA

This way M'star gets to intellectually fuel trades but execute lift-off without an awkward hand-off out of its own software zone

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Shawn Carpenter: The reason we did the capital raise is growth has really accelerated pretty dramatically since mid-last year.

Morningstar throws more money -- and loses one of its own -- at keeping its stake in a Bloomberg-lite venture intact

The bullish Chicago data company leads a fourth round of funding for YCharts and one of its managers left to help the start up

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