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wealth management
Randol W. Curtis [Composite image; original: Thryve; AI Studio]
Thryve Wealth Management Names Former Strive CIO as Co‑Founder and Chief Investment Officer
by Lance Murray | Oct 30, 2025
“Thryve is providing families and foundations with an independent approach to wealth, centered around innovation and American exceptionalism, and there are few investment leaders who embrace that philosophy more than Randol Curtis,” CEO Gary K. Dorfman said.
by Lance Murray |
Jul 10, 2025
Dallas-based Integrity said that Said Taiym will partner across the organization to enhance its vision of innovating the insurance and financial services landscape to provide more integrated life, health, and wealth protection.
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by Quincy Preston |
Jun 4, 2025
“Gifting is about more than passing down wealth—it’s about passing down purpose.”
Susan Hirshman
Director of Wealth Management
Schwab Wealth Advisory and Schwab Center for Financial Research
…on the motivations behind high net worth gifting, via Schwab’s latest HNW Client Pulse Survey....
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by David Seeley |
May 8, 2025
Dallas-based VisionPoint Advisory Group and Ridgeland, Mississippi-based Navitas Wealth Advisors have combined in "a merger of two equals," with partners and employees in 19 states and clients in 39 states.
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Connie Rogers [Photo: Regions Bank]
Regions Bank Promotes Leader as Regional Executive for Private Wealth Management in Texas
by Dallas Innovates | Staff Report | Jul 12, 2024
In her expanded role, Connie Rogers will lead a team of advisors providing custom-tailored investment services and financial guidance across key Texas markets, including Dallas, Fort Worth, Austin, and Houston.
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by Lance Murray |
Jun 19, 2024
An insurtech industry leader, Integrity operates from its HQ in downtown Dallas, where it leases six floors of the iconic Fountain Place tower. With an extensive network of wealth advisers across all 50 states, Integrity Wealth launches as an already "strong and respected leader" in the industry, the company says.
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by Lance Murray |
May 10, 2024
Rob Kaplan will be based in Dallas and will engage clients around the world, working closely with teams across Goldman's Global Banking & Markets and Asset & Wealth Management to offer strategic advice, Goldman Sachs said.
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by Lance Murray |
May 3, 2024
Floyd Kessler will lead the business risk and controls office for commercial bank, marketing, customer experience, the Retail Bank, and wealth management, helping drive transformation of risk and control functions across all of Comerica's revenue divisions.
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Northern Trust has appointed Dotti Reeder as Market President of Dallas-Fort Worth. [Photo: Northern Trust]
Northern Trust Appoints Dallas-Fort Worth Market President
by Lance Murray | Mar 8, 2024
Northern Trust, a Chicago-based financial services company, has appointed Dotti Reeder as market president of Dallas-Fort Worth, where she will lead the wealth management business serving high-net-worth individuals and families.
“Dotti’s lifelong commitment to Dallas, along with her deep expertise advising clients and leading people, further strengthens our commitment to the community,” Michele Havens, West Region president of Northern Trust Wealth Management, said in a statement, emphasizing that Northern Trust is “passionate about this market” and that Reeder “will significantly add to our longstanding, extraordinary franchise in Texas.”...
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by Glenn Hunter |
Nov 9, 2023
Christine Leong Connors, a former leader at J.P. Morgan’s Private Bank in Northern California, says EPIQ now has more people in Dallas than at its San Francisco headquarters.
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by Lance Murray |
Sep 15, 2023
Dallas-based Integrity Marketing Group LLC announced that industry veteran Tess Grace will become president of Integrity’s life insurance division called Integrity Life.
Integrity is a leading distributor of life and health insurance and provides wealth management and retirement planning solutions....
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by Lance Murray |
Jan 11, 2023
Dallas-based Integrity Marketing said the acquisition is one of the largest transactions in its history, and will accelerate its strategy by strengthening its holistic offerings for financial planning and amplifying its wealth management expertise.
The $40 billion figure is double what Integrity had under management and advisement just two years ago.
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![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)
