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Charles Schwab Corp
An exterior view of a building in Charles Schwab's Westlake campus. [Image: Charles Schwab]
Charles Schwab Corp. Acquires The Family Wealth Alliance
by Lance Murray | Jan 24, 2023
Westlake-based Schwab said that Schwab Advisor Services and The Family Wealth Alliance will deliver the collective capabilities of industrywide relationships, thought leadership resources, and connections—along with technology—to drive growth and success for professionals and organizations focused on ultra-high net worth clients.
by Lance Murray |
Oct 13, 2022
Dallas-based Apex Fintech Solutions has tapped Jon Patullo to lead the technology product strategy for Apex Advisor Solutions, its advisory channel.
The industry veteran was most recently managing director of digital trading and wealth management for Southlake-based Charles Schwab Corp. and managing director of technology platform management at TD Ameritrade Holding Corp.
The industry veteran was most recently managing director of digital trading and wealth management for Southlake-based Charles Schwab Corp. and managing director of technology platform management at TD Ameritrade Holding Corp.
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by Lance Murray |
Jul 29, 2022
In this week’s roundup of hires, promotions, and accolades in North Texas, you’ll also find news from DHD Films, Briggs Freeman Sotheby's International Realty, M2G Ventures, UT Dallas, the Dallas Museum of Art, MOOYAH, Successive Technologies, CG Infinity, and more.
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