South Carolina Federal Insurance Solutions* acquires Arthurs Insurance
November 30, 2022
South Carolina Federal Credit Union’s wholly owned subsidiary, South Carolina Federal Insurance Solutions*, has acquired the assets of Arthurs Insurance & Risk Management Services, an independent insurance agency located in…
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AgFirst welcomes Darrick Paul as Chief Human Resources Officer
November 17, 2022
AgFirst Farm Credit Bank welcomed new Chief Human Resources Officer Darrick Paul. Paul was selected after an extensive nationwide search and will serve on the bank’s executive management team. Paul…
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Highest Morningstar rating for Wallick Investments Fidelis’ 3-, 5-, 10-year and Overall risk-adjusted performance
November 15, 2022Wallick Investments, LLC’s separately managed account composite, WI Fidelis, received a 5-Star Morningstar RatingTM for 3-, 5-, 10-year and Overall risk-adjusted performance as of September 30, 2022 (see chart). Only the…
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United Community Bank Team to honor Veterans Day through grassroots efforts and donations across their communities
November 10, 2022
In observance of Veterans Day, employees of United Community Bank (United) are celebrating America’s veterans through acts of kindness and service across their five-state footprint. Teams across the Southeast are…
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SAFE Federal Credit Union Senior Vice President and Chief Lending Officer receives CUNA Rising Star Award
November 9, 2022
CUNA Lending Council honored a member of SAFE Federal Credit Union’s leadership team at their recent conference in San Diego, California. Drew Huckeba, SAFE’s Senior Vice President and Chief Lending…
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VentureSouth welcomes two new team members
November 3, 2022VentureSouth, one of the largest angel investment groups in the US, is excited to announce the addition of two new team members to support its continuing growth. Mallory Lucas joins…
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TD Bank names Jacob Yost Senior Relationship Manager
October 26, 2022
TD Bank has named Jacob Yost as Senior Relationship Manager, serving the South Coast market of South Carolina, which includes the regions of Charleston, Summerville and Hilton Head. As Senior…
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Southern First reports results for third quarter 2022
October 25, 2022
Southern First Bancshares, Inc., holding company for Southern First Bank, today announced its financial results for the three-month period ended September 30, 2022. “The third quarter saw exceptional growth for…
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Gary T. Pope Jr, public finance attorney at Pope Flynn, earns SCEDA Institute Certificate
October 18, 2022
Gary T. Pope Jr, a public finance attorney with Pope Flynn, a Columbia-headquartered law firm concentrating in public finance and governmental law, has completed a year-long program with the South…
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Wallick Institutional welcomes Eric Blake
October 12, 2022
Nationally-ranked Wallick Investments, LLC, a South Carolina-based registered investment advisory firm, is proud to announce that Mr. Eric Blake, a senior risk management operations analyst with TD Bank, has joined…
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First Reliance Bank recognized as a Top 100 workplace by the Dave Thomas Foundation for Adoption
October 11, 2022
First Reliance Bank has been recognized in the Top 100 workplaces by the Dave Thomas Foundation for Adoption, a national, nonprofit public charity dedicated to finding forever families for children…
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TD Bank Partners with PGA REACH Carolinas Foundation
October 10, 2022Partnership to Focus on Enhanced Opportunities for Disabled Veterans Through Golf TD Bank has partnered with the PGA REACH Carolinas Foundation to enhance opportunities for disabled Veterans. PGA REACH Carolinas…
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First Community Bank announces seminar for minority businesses
September 30, 2022
First Community Bank is pleased to host the “Access to Capital for Minority Businesses” seminar on October 12, 2022, from 9:00am – 11:30am at Columbia International University. Peter Shand, President…
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The Southern Bank announces Board of Directors
September 26, 2022
Executives from The Southern Bank announced the new board of directors: Jamin M. Hujik, Scott M. Frierson, F. Andrew Mitchell, Scott Brandon, Frank J. Cole Jr., J. Preston Conner, Dean…
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Attracting and Retaining Today’s Workforce
September 20, 2022
By South Carolina Treasurer Curtis M. Loftis, Jr. As State Treasurer I’ve had the privilege of visiting many successful businesses where I’ve enjoyed meeting with the leadership teams responsible for…
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Solidarity with Israel: SC Treasurer Curtis Loftis declines annual ratings call with Morningstar
September 18, 2022
State Treasurer Curtis Loftis announced today that his office would not participate in the annual rating calls for the state’s 529 plan with Morningstar because of concerning reports that the…
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Daniel Fowler joins professional recruiting firm Forge Search as recruiter
September 15, 2022
Daniel Fowler has joined Greenville-based Forge Search + Consulting as a recruiter after a four-year stint with Furman University as men’s basketball Director of Recruiting and Special Assistant to the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: accounting, banking-and-finance, business-services, employment, employment-agencies, marketing-and-communications, on-the-move
SC Launch Inc. announces investment in BILDIT
September 15, 2022
COLUMBIA, SC – South Carolina Research Authority’s investment affiliate, SC Launch Inc., has invested in BILDIT. The $200,000 investment will help the startup continue excelling in the e-commerce market where…
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VentureSouth announces new leadership for Midlands group
September 9, 2022VentureSouth, one of the United States’ largest angel investment groups, is excited to announce new leadership for its Midlands group, which serves investors in Columbia, S.C., and surrounding areas. Effective…
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Wallick Investments’ Index inspires FDLS ETF
September 1, 2022After successfully managing a multi-cap, multi-factor, faith-based, separate account composite for over 10 years, Wallick Institutional of Wallick Investments, LLC, has launched the WI Fidelis Multi-Cap Multi-Factor Index. It is…
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Saving for the Future: 529 Plans
September 1, 2022
By Laird W. Green, CFP® Opening a 529 plan is a fantastic way to save for education from public or private colleges and graduate schools (as well as private elementary…
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SC Launch Inc. announces investment in AICG
August 31, 2022
South Carolina Research Authority’s investment affiliate, SC Launch Inc., has invested in AICG. The $250,000 investment will help the startup continue excelling as a leader in machine learning, data integration, and…
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Hassell elected South Carolina Bankers Association Chairman
August 30, 2022
Fleetwood S. Hassell, president and chief executive officer of The Bank of South Carolina Corporation and its subsidiary Bank of South Carolina has been elected chairman of The South Carolina…
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Emily Tarney named Insurance Planning Director
August 25, 2022
Morgan Stanley announced that Emily Tarney, a Financial Advisor in the firm’s Columbia office has completed the Firm’s Insurance Accreditation Program and now holds the Insurance Planning Director (IPD) designation.…
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Southern First named No. 5 Best Overall Bank by Bank Director
August 25, 2022
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, was recognized as the No. 5 Best Overall Bank in Bank Director’s annual “Ranking Banking” Report. Bank Director…
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Southern First names Cal Hurst as President
August 23, 2022
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, announced the appointment of Cal Hurst to President. Hurst has served as Chief Banking Officer and Executive Vice…
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Jacob D. Wallick earns CFA® Charter
August 11, 2022
Nationally-ranked Wallick Investments, LLC, a South Carolina-based Registered Investment Advisory firm, is proud to announce that Mr. Jacob (Jake) Wallick, portfolio manager and managing director of Wallick Institutional, has passed…
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Highest Morningstar Rating continues for WI Fidelis 10-year and overall risk-adjusted performance
August 5, 2022
COLUMBIA, S.C. – Wallick Investments, LLC’s separately managed account composite, WI Fidelis, received a 5-Star Morningstar RatingTM for 10-year risk-adjusted performance among 110 Mid-Cap Blend products, and a 5-Star Morningstar…
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Movement Mortgage names Sarah Middleton Chief Growth Officer
August 3, 2022
INDIAN LAND, SC – Movement Mortgage (Movement), the nation’s sixth-largest retail mortgage lender, is expanding its leadership team with the creation of two new positions focused on the growth and…
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1801 Venture Club announced as presenting sponsor of Gamecock Central Kickoff event
August 2, 2022
Steel Hands Brewing in partnership with Gamecock Central is pleased to announce the 1801 Venture Club as its presenting sponsor for the 2nd Annual Gamecock Central Kickoff Party to be…
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David Boulware named Best Mortgage Lender
August 2, 2022
David Boulware, Mortgage Loan Officer at First Reliance Bank, has been named the “Best of the Pee Dee’s 2022 Best Mortgage Lender” Winner. Boulware began his finance career in 1998…
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First Reliance Bank associates complete 2022 SC Bankers School
July 28, 2022Four associates from First Reliance Bank recently completed courses at the South Carolina Bankers School on the campus of Lander University in Greenwood, SC. Nathan Ruth, Sunset Branch Manager, West…
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Southern First reports results for second quarter 2022
July 26, 2022
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, today announced its financial results for the three-month period ended June 30, 2022. “I am incredibly proud of…
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McElveen named to First Reliance Bank Board
June 29, 2022
William Jack McElveen, Jr. has been named to the First Reliance Bank Board of Directors. Before his retirement, McElveen served as the bank’s Executive Vice President and Chief Credit Officer.…
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Tax tips about working remotely
June 21, 2022
The relief offered to out-of-state employers from South Carolina’s requirements to withhold taxes from wages for employees who temporarily work in the state due to COVID-19 will end on June…
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DHEC, SCDNR urge residents not to keep wild animals as pets
June 20, 2022
The South Carolina Department of Health and Environmental Control (DHEC) and the South Carolina Department of Natural Resources (SCDNR) urge South Carolinians not to keep wild animals as pets. To protect people…
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First Reliance Bank receives participating partner award
June 8, 2022
Edwin Lesley, Chairman of the Business Development Corporation of South Carolina, recognized First Reliance Bank’s excellent performance during their Annual Meeting on May 5, 2022. Rick Saunders, the Founder and…
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State Treasurer Curtis Loftis announces SC maintains high credit ratings
June 7, 2022
State Treasurer Curtis Loftis announced that South Carolina continues to receive an excellent response from the three major credit rating agencies. In preparation for a general obligation bond issuance, Moody’s…
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SAFE Federal Credit Union selects new Controller
May 25, 2022
SAFE Federal Credit Union selected Martha Brendle as its new Controller. Brendle joins SAFE from Raleigh, North Carolina where she served as Coastal Credit Union’s Accounting Manager. Her work experience…
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Highest Morningstar Rating for WI Fidelis 10-year risk-adjusted performance
May 18, 2022
Wallick Investments, LLC’s separately managed account composite, WI Fidelis, received a 5-Star Morningstar RatingTM for 10-year risk-adjusted performance among 112 Mid-Cap Blend products as of March 31, 2022. Only the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Sharonview Federal Credit Union selects Upstart for Personal Lending
May 18, 2022INDIAN LAND, SC – Sharonview Federal Credit Union, a top credit union serving over 100,000 members in the Carolinas and nationwide, today announced it has partnered with Upstart (NASDAQ: UPST),…
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Appalachian Development Corporation hires Michael Smith as Vice President
May 18, 2022
Appalachian Development Corporation (ADC) welcomes Michael Smith as their new Vice President. He will be working with banks, lenders, credit unions, and small businesses throughout South Carolina providing the SBA…
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Ameris Bank contributes $250,000 of support to South Carolina business innovation
May 9, 2022
Ameris Bank announces a $250,000 contribution to the South Carolina Research Authority’s (SCRA) Industry Partnership Fund (IPF) to help promote innovation throughout the state. The contribution is tied for the…
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Utilizing the 0% Tax Rate on Long-Term Capital Gains
May 1, 2022
By Carolyn Stewart Even if the holidays have passed, it’s never too early or too late to start thinking about what gifts you can give to your loved ones. While…
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Treasury announces plans to deploy $300 million in technical assistance through the State Small Business Credit Initiative
May 1, 2022
The $300 million of technical assistance includes $100 million for the U.S. Department of Commerce’s Minority Business Development Agency to provide technical assistance to underserved entrepreneurs seeking greater access to…
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Southern First reports results for first quarter 2022
April 26, 2022
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, today announced its financial results for the three-month period ended March 31, 2022. “The first quarter represents the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Synovus announces strategic investment in Qualpay to help deliver new embedded finance platform
April 21, 2022
Qualpay’s payments technology is a key part of Maast, Synovus’ new money-as-a-service offering that will combine payment processing, banking, and lending solutions Synovus Bank today announced that it has signed…
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Synovus announces earnings for the first quarter 2022
April 21, 2022
Diluted Earnings per Share of $1.11 vs. $1.19 in 1Q21 Adjusted Diluted Earnings per Share of $1.08 vs. $1.21 in 1Q21 Synovus Financial Corp. (NYSE: SNV) today reported financial results for…
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SAFE Federal Credit Union selects new Vice President of Human Resources
April 14, 2022
SAFE Federal Credit Union selected Thomas Galloway as its new Vice President of Human Resources. “Thomas Galloway’s strong organizational leadership and team building skills will be a perfect fit for…
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First Reliance Bank announces leadership changes in the Midlands market
April 13, 2022
First Reliance Bank announced the promotion of Michael Edens to Market President of Columbia; the relocation of Brent Mackie, Regional Executive, to the Lexington market; and the hiring of Casey…
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