MORE►
Financial Services
Schwab President and CEO Rick Wurster (left) and Forge CEO Kelly Rodriques [Photos: Schwab/Forge]
North Texas’ Charles Schwab to Acquire Forge Global in $660M Deal, Aims to ‘Democratize Access’ to Private Markets
by Lance Murray | Nov 6, 2025
San Francisco-based Forge operates a premier private market platform and a leading trading marketplace through which investors have bought and sold more than $17 billion in private company shares. Charles Schwab CEO Rick Wurster said his company will use Forge's marketplace to "further democratize access to this increasingly important source of wealth creation for investors."
by Nicole Ward, DRC Data Journalist |
Sep 9, 2025
The bank's Support Services team fills a critical role in BOA—acting as an in-house consulting firm for every line of business.
MORE►
by Quincy Preston |
Sep 2, 2025
The Canadian banking giant will open a regional hub in Dallas’ Victory Park with state and city support, positioning its U.S. operations at the “core of the North American corridor,” its CEO said.
MORE►
by Lance Murray |
May 8, 2025
As it announced eight new key hires, the subsidiary of Texas Capital Bancshares also announced plans to open offices in Los Angeles and Chicago to facilitate connectivity between Texas Capital clients and key financial centers in the U.S.
MORE►
Michael Hollerich has joined BRG's financial institution advisory practice as a managing director in Dallas [Composite photo; original: Michael Hollerich]
Berkeley Research Group Appoints Managing Director in Dallas
by Lance Murray | Aug 23, 2024
BRG said Michael Hollerich brings over 25 years of leadership experience in financial services risk and consulting and has deep expertise in regulatory affairs, corporate governance, anti-money laundering, fraud detection, mergers and acquisitions, and banking-as-a-service.
MORE►
by Lance Murray |
May 9, 2024
Axis' new experience center at 17 Cowboys Way in Frisco showcases the company's growing portfolio of network cameras, access control, and network audio devices for security and surveillance industries.
MORE►
by Lance Murray |
May 3, 2024
Rob Melnyk will lead efforts to refine the INSTANT Platform for Financial Services, assist with the product delivery sales process, drive strategic planning, and lead cross-organizational initiatives to achieve INSTANT's ambitious growth targets.
MORE►
by Lance Murray |
Apr 26, 2024
The private market solutions provider said Tracey Benford is a successful organizational leader and seasoned executive with nearly 30 years of financial services experience.
MORE►
True North Advisors Co-Founders Scott Wood and Mark Gehlbach [Photos: True North]
Dallas’ True North Advisors Gets Equity Investment from Firms in Florida, California
by Lance Murray | Jan 29, 2024
Florida-based Wealth Partners Capital Group and California-based HGGC have made a minority equity investment in True North to help accelerate its growth via targeted acquisitions, the Dallas firm said.
MORE►
by Lance Murray |
Jan 19, 2024
Derek Beckman has been appointed chief revenue officer of Irving-based RollKall, an industry leader of innovative extra-duty law enforcement technology solutions, in a move the company said is a strategic step as the company seeks greater innovation and community impact....
MORE►
by Lance Murray |
Jan 19, 2024
Curtis Knievel has joined Frisco-based Informativ as vice president of business development, bringing with him decades of experience building credit-focused businesses in the automotive and financial services industries....
MORE►
by Capital One |
Oct 16, 2023
Program for building connections, becoming capital-ready culminates with pitches and prizes at Dallas Startup Week.
sponsored by Capital One
MORE►
The Quad [Rendering: Stream Realty Partners]
Portland Financial Firm Announces Expansion to Dallas, Heads to The QUAD in Uptown
by Lance Murray | Oct 12, 2023
M Financial Group's expansion to Dallas is the financial services innovator's first foothold outside of the Portland area. It's secured 52,000 square feet of office space at The QUAD, a mixed-use development branded by Stream Realty Partners as the dawning of “a different Dallas," set to complete in March 2024.
MORE►
by Lance Murray |
Apr 14, 2023
Real estate and financial services and technology veteran Marin Ursu has taken on the role of chief information officer at Lewisville-based national property services company MCS....
MORE►
by Lance Murray |
Apr 6, 2023
Mike Sargent has joined Frisco-based Ever.Ag, a provider of supply chain software and financial services for the agriculture industry, in the new position of president.
Sargent will be responsible for bringing strategic focus and operational excellence to drive further innovation in the Ever.Ag...
MORE►
by Lance Murray |
Mar 22, 2023
Irving-based mortgage operating platform BSI Financial Services has hired Harold Lewis as president and COO, a newly created position for the company.
Lewis will be responsible for scaling BSI Financial’s platform and delivering value to its customers through the combination of improved operational efficiency, reduced risks, technology advancements, and exceptional talent....
MORE►
![Erica Kosemund, Chief Brand Officer, Choctaw Nation of Oklahoma; Gillian Breidenbach, Chief Partnership Officer, North Texas FWC Organizing Committee; Chief Gary Batton, Chief of Choctaw Nation of Oklahoma; Monica Paul, Executive Director of Dallas Sports Commission and President of North Texas FWC Organizing Committee; John Hobbs, Senior Executive Officer of Communications, Choctaw Nation of Oklahoma; and Heidi Grant, Senior Executive Officer of Commerce Administration, Choctaw Nation of Oklahoma, celebrate Choctaw Casinos & Resorts becoming an Official Dallas World Cup 2026 Host City Supporter. [Photo: North Texas FWC Organizing Committee/Choctaw Casinos & Resorts]](https://s24806.pcdn.co/wp-content/uploads/2025/12/FIFA-Choctaw-dec-2025.jpg)
