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Finance

Stay informed with the latest updates and insights in the Charlotte NC finance sector. This category page delivers comprehensive news coverage on various financial topics, including local market trends, investment opportunities, and economic developments that directly impact Charlotte residents and businesses. Discover expert analyses on housing markets, stocks, and economic forecasts that are pertinent to Charlotte NC, ensuring you have the information needed to make informed financial decisions. Whether you are a resident, investor, or business owner, our finance news section offers a wealth of resources tailored to the dynamic economic landscape of Charlotte.

Explore in-depth articles on banking, lending, and personal finance management specific to the Charlotte NC area. Our dedicated team of financial journalists keeps you updated on local financial institutions, industry regulations, and helpful tips to improve your financial literacy. Stay ahead of the curve with coverage on community events, financial workshops, and networking opportunities that connect you with financial experts and resources. Whether you are interested in startup financing or retirement planning, our Charlotte NC finance news category encompasses the essential information you need to thrive financially in one of the Southeast’s most vibrant cities.

Business meeting at Janney Montgomery Scott's Charlotte office
Business News

Janney Montgomery Scott Expands in Charlotte with New Advisors

Charlotte, North Carolina, December 11, 2025 Janney Montgomery Scott LLC has welcomed seasoned financial professionals Albert Grenert and Michael Smith to its Charlotte office, enhancing the firm’s advisory capabilities. Together, they manage nearly $500 million in client assets and their addition highlights Janney’s commitment to growth in vibrant markets. Alongside them, Tonya McMahon will serve as Branch Operations Assistant. Janney is also planning to relocate its Charlotte office to Rock Hill,

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December 11, 2025 No Comments
Advisors using AI tools in a modern bank environment
Automotive

JPMorgan Expands Client Base in the Carolinas with AI

Charlotte, North Carolina, December 10, 2025 JPMorgan Private Bank is set to double its client base in the Carolinas within the next three to five years by utilizing advanced AI technologies. The bank has introduced Coach AI, an AI-driven platform that enhances advisor productivity by allowing quicker access to relevant research and content, expected to boost client engagement significantly. The bank’s significant $17 billion technology budget for 2024 and previous $1.5

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December 10, 2025 No Comments
Charlotte skyline showcasing business innovation and growth
Business News

Charlotte Company Shines on Forbes’ Best List

Charlotte, North Carolina, December 10, 2025 A Charlotte-based company has made waves in the business community by being recognized on Forbes’ list of America’s best. This achievement highlights the company’s exceptional performance and contributions to its industry. The accolade emphasizes Charlotte’s growing entrepreneurial ecosystem, showcasing the city’s commitment to innovation and support for local businesses. The recognition invites potential investors and clients, further solidifying Charlotte’s status as a hub of business

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December 10, 2025 No Comments
Exterior view of a luxurious mansion purchased by a Wells Fargo executive in Charlotte, North Carolina.
Business News

Wells Fargo Executive Makes Waves with $9 Million Mansion Purchase

Charlotte, North Carolina, December 9, 2025 In a landmark real estate transaction, a Wells Fargo executive acquired an 11,000 square foot mansion in Charlotte, North Carolina for $9 million. The purchase not only sets a record for the Carmel Park neighborhood but also marks the third-highest residential sale in Charlotte’s history. Merced Real Estate Holdings, managed by Bryant Holloway Owens, reflects confidence in the city’s luxury market. The property features lavish

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December 9, 2025 No Comments
Horizon Investments corporate building in Charlotte after Anfield acquisition
Business News

Horizon Investments Expands in Charlotte with Anfield Acquisition

Charlotte, NC, December 9, 2025 Horizon Investments has acquired Anfield Capital Management, enhancing its investment management capabilities, particularly in fixed income. This strategic acquisition strengthens Horizon’s portfolio and increases its presence in the financial advisory market. With Anfield’s integration, clients will have access to a broader range of investment products including ETFs and mutual funds. The leadership from Anfield will continue with Horizon, ensuring a smooth transition and maintaining the firm’s

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December 9, 2025 No Comments
Empty desks in a Truist Financial office representing workforce reductions
Business News

Truist Financial Announces Workforce Reductions in Cost-Cutting Plan

Charlotte, North Carolina, December 8, 2025 Truist Financial Corporation has outlined a $750 million cost-cutting initiative that includes significant workforce reductions aimed at enhancing operational efficiency. The plan targets around $300 million in annual savings primarily through layoffs over the next 12 to 18 months. Alongside workforce cuts, the bank intends to restructure operations, consolidate business lines, and lower technology expenditures. Despite the challenges posed by these cuts, Truist emphasizes its

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December 8, 2025 No Comments
Dynamic city skyline symbolizing private equity growth
Business News

Lone Star Funds to Sell a Portfolio Company for $4.8 Billion

Charlotte, NC, December 7, 2025 Lone Star Funds, a major private equity firm based in Dallas, has announced an agreement to sell a portfolio company valued at $4.8 billion. The deal is expected to close by the end of Q1 2026, subject to shareholder and regulatory approvals. This transaction underscores optimism in the private equity sector and follows Lone Star’s recent acquisitions, highlighting its aggressive expansion strategy and commitment to enhancing

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December 7, 2025 No Comments
Meeting room image displaying merger logos of ITT Inc. and SPX FLOW
Business News

ITT Inc. to Acquire SPX FLOW for $4.8 Billion

Charlotte, North Carolina, December 6, 2025 ITT Inc. has entered a definitive agreement to acquire SPX FLOW for approximately $4.8 billion. This strategic acquisition aims to strengthen ITT’s position across various industrial sectors, including chemical and energy markets. The integration is expected to be finalized by the end of the first quarter of 2026, representing a significant investment in both ITT and the Charlotte economy. The deal’s structure involves cash and

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December 6, 2025 No Comments
Illustration of small business owners advocating for reduced credit card processing fees.
Business News

Advocating for Lower Credit Card Processing Fees in Charlotte

Charlotte, NC, December 6, 2025 Small business owners in North Carolina are uniting to advocate for lower credit card processing fees, which represent a significant financial burden. The Credit Card Competition Act is one proposed solution that could allow for greater competition among processing networks. Additionally, House Bill 13 seeks to cap surcharges and enhance fee transparency at the state level. Together, these measures aim to reduce costs for businesses and

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December 6, 2025 No Comments
Local business street in Charlotte showcasing small businesses
Business News

Roy Cooper Criticizes Trump Tariffs, Supports Small Businesses

Charlotte, NC, December 6, 2025 Former North Carolina Governor Roy Cooper, now a Democratic U.S. Senate candidate, has voiced strong criticism against the Trump administration’s tariffs, citing their negative impact on local businesses in Charlotte. During a recent campaign event, he emphasized the increased operational costs faced by small enterprises due to these tariffs. His commitment to advocating for policies that support small businesses is increasingly resonating within the local business

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December 6, 2025 No Comments

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