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Westlake
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 Lance Murray |
Jan 9, 2025
Virbac said that URSOLYX Soft Chews target mRNA expression in skeletal muscle, harnessing the proven benefits of ursolic acid to enhance muscle function and strength in aging, active, or recovering dogs.
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by Lance Murray |
Oct 4, 2024
Walt Bettinger will retire as CEO of Charles Schwab at the end of 2024, marking another milestone in his leadership, which included relocating the company’s headquarters to Westlake from San Francisco. President Rick Wurster will step into the role of CEO on Jan. 1, continuing the firm’s long-term succession plan.
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by Lance Murray |
Sep 9, 2024
The strategic acquisition grows ECI's distribution portfolio with "powerful technology" designed to support long-term needs and future growth plans for its commercial furniture dealer customers, ECI said.
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[Image: ismagilov/istockphoto]
North Texas’ Solera Corp. Files Paperwork for IPO; Seeks $10-13 Billion Valuation, per Bloomberg
by Lance Murray | Jul 18, 2024
Solera Corp., the Westlake-based global provider of SaaS solutions for the vehicle lifecycle ecosystem, announced in late June that it has filed a registration statement with the U.S. Securities and Exchange Commission for a proposed initial public offering (IPO) of common stock.
Bloomberg reported that Solera, backed by Vista Equity Partners, was seeking a valuation between $10 billion and $13 billion through its planned IPO....
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by Lance Murray |
May 17, 2024
Several longtime executive leaders at Westlake-based Charles Schwab Corp. are transitioning to new roles while other execs fill their positions as part of a long-term succession plan.
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by Lance Murray |
Feb 23, 2024
Mark Miller will succeed Chairman and CEO Mark Jones as CEO on July 1, when Jones transitions to executive chairman.
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by Dallas Innovates | Staff Report |
Feb 20, 2024
Global accounting and consulting giant Deloitte aims to invest at least $300 million in the ongoing expansion of its Deloitte University cultural hub in Westlake, northwest of Dallas. The sprawling center, which opened in 2011, is "where learning meets leadership" for Deloitte employees and guests, offering multiple venues for learning, eating, networking, and well-being.
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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-940x436.jpg)
Part of Fidelity's Fidelity's 337-acre campus in Westlake. [Photo: Courtesy Fidelity]
Fidelity to Hire 4,000 in First Half of 2023, with 502 of Them in Texas
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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by Lance Murray |
Jan 24, 2023
Westlake-based Solera, a global leader in vehicle lifecycle management, said it has completed an integration between two industry-leading vehicle solutions, AutoPoint Journey and LoJack, to create new capabilities that help auto dealers better reach customers....
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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.
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by Lance Murray |
Jan 19, 2023
Westlake-based Charles Schwab has partnered with Girls Scouts USA to modernize and relaunch the organization's financial literacy badges. The new financial literacy curriculum includes topics such as investing basics, building wealth, entrepreneurship, fraud awareness, and budgeting for different goals throughout life.
The goal is to help bridge the gap between what girls learn in school and what they need to feel confident managing finances in life and business,.
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Left to right: Joanne Stephane, Heather McBride Leef, Dan Berner [Photos: Deloitte]
Deloitte’s New DEI Institute Announced at Westlake’s Deloitte University
by David Seeley | May 17, 2022
Deloitte University—the financial services and consulting giant's 'cultural home' in the Fort Worth suburb of Westlake—will be a key site for impactful events of Deloitte's new DEI Institute.
Launched with a goal of pursuing "sustained equity and belonging for all," the institute will "convene and collaborate with organizations and thought leaders to share resources and accelerate impact," says Dan Berner, Deloitte's North Texas managing partner.
Launched with a goal of pursuing "sustained equity and belonging for all," the institute will "convene and collaborate with organizations and thought leaders to share resources and accelerate impact," says Dan Berner, Deloitte's North Texas managing partner.
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by David Seeley |
Aug 16, 2021
Stelfonta received FDA approval last November to treat dogs with non-metastatic, skin-based mast cell tumors (MCTs)—the most common malignant skin tumor in dogs. The injection is now available at vet clinics across the U.S., with an 88% "satisfactory experience" rate to date.
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by David Kirkpatrick |
Dec 18, 2019
By next summer, AT&T plans to bring 5G network connectivity, edge computing, and immersive mixed reality to Deloitte University in Westlake.
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by Lance Murray |
Nov 25, 2019
Schwab, known for low costs and financial technology, is finishing a large campus in Westlake. TD Ameritrade opened a regional headquarters last year in nearby Southlake.
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