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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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....
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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....
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by Glenn Hunter |
Oct 12, 2023
Entrepreneurs say being a franchisor or a franchisee is a good way to scale their businesses and build generational wealth.
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Marin Ursu of MCS [Courtesy photo]
Lewisville’s MCS Hires Industry Veteran as Chief Information Officer to Enhance Proptech
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.
He replaces Mike Housewright, who retired after five years at MCS. Ursu reports to CEO Craig Torrance and serves on the company’s executive team.
“Marin brings a wealth of knowledge and experience to the already robust technology offerings at MCS and I’m excited to welcome him to the team,” Torrance said in a statement....
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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...
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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....
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![Fidelity's 337-acre campus in Westlake, TX. [Courtesy: Fidelity Investments]](https://s24806.pcdn.co/wp-content/uploads/2020/04/Fidelity-Investments_One-Destiny-front-of-buildingFidelity_courtesy01courtesy-360x203.jpg)
by Lance Murray |
Feb 16, 2023
The new jobs will be 37% client-facing hires and 26% technology hires, Fidelity said. The company's headcount in Texas at the end of 2022 was 9,044 employees, with more than 6,000 working at its two-building campus in Westlake, home to more than 30 Fidelity business units. “We take a long-term view to investing in our overall workforce and our people, just as we do in our businesses,” Fidelity's Kirsten Kuykendoll said.
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