20th Thanksgiving for Wallick Investments, LLC
November 25, 2025
Wallick Investments is now an SEC registered investment advisory firm with over 250 clients, AUM over $124M as of 11/25/2025, and manager of Fidelis 100 Index. June 2025 marked not…
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Ellison Kibler team ranked No. 4 nationally on Forbes Wealth Management list
November 13, 2025
The Ellison Kibler team has been ranked No. 4 in the nation on Forbes’ 2025 “America’s Top Wealth Management Teams High Net Worth” list, the publication announced Wednesday. The rankings…
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United Community honors Veterans Day through donations across Southeast
November 12, 2025
United Community is honoring Veterans Day with $30,000 in donations to organizations across its footprint in support of veterans and their families. “We owe so many of the freedoms and…
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4-Star Morningstar Rating™ continues for faith and factor ETF licensing Wallick Investments’ Fidelis 100 Index
November 12, 2025
Inspire Fidelis Multi Factor ETF, mandated to replicate Wallick Investments, LLC’s Fidelis 100 Index, continues to receive a 4-Star Morningstar Rating™ for 3 year risk-adjusted performance out of 375 US…
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Southern Financial Corporation and Southern Bank announce the proposed sale of Georgia branches to Palmetto Citizens FCU
November 4, 2025
Southern Financial Corporation and Southern Bank today announced they have entered into a definitive agreement to sell their Georgia branches to Palmetto Citizens Federal Credit Union (“Palmetto Citizens”). Palmetto Citizens will acquire the physical locations…
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Treasurer Curtis Loftis reports $1.7 billion in earnings from South Carolina investments
October 30, 2025
State Treasurer Curtis Loftis announced today that the State Treasurer’s Office investments generated $1.7 billion in earnings over the past year, delivering direct support for schools, roads, public safety, and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, georgetown-sc-gazette, upstatebizsc, laurenscountybuzz Category: banking-and-finance, government, on-the-move
State Treasurer Curtis Loftis recognizes Dr. Michael Crosby of Sangaree Middle School as Educator of the Month
October 26, 2025
Berkeley County teacher shares a passion for preparing students for financial challenges of real world South Carolina Treasurer Curtis Loftis has named Dr. Michael Crosby of Sangaree Middle School as…
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Pope Flynn expands to Georgia, adds seasoned public finance attorney James Woodward
October 6, 2025
Pope Flynn, a law firm concentrating in public finance and governmental law, has expanded to Georgia, adding an office in Athens and broadening its Southeastern presence. The new office in…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, law, on-the-move
United Community celebrates World Animal Day through acts of service
October 3, 2025United Community is celebrating World Animal Day on October 4 by taking meaningful action to support animal welfare across the Southeast. Teams throughout the region will unite in service projects…
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Ever.green partners with Wells Fargo to support new 28MW solar project in Bishopville, SC
September 22, 2025Headwater Energy expands its IPP portfolio with Bishopville project, reinforcing commitment to clean energy and environmental integrity BISHOPVILLE, SC – Ever.green announced their support for a 28-megawatt (MW) solar project…
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BofA raises U.S. minimum hourly wage to $25, increasing starting salary to more than $50K
September 21, 2025CHARLOTTE, NC – Bank of America announced it has raised its U.S. minimum hourly wage to $25 per hour. With the increase, the minimum annualized salary for full-time employees in…
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The Southern Bank appoints Jessica Takach to expand support for local businesses and communities
September 15, 2025
The Southern Bank, a South Carolina- and Georgia-based community bank, announced the appointment of Jessica Takach as vice president, commercial lender. In this role, she will evaluate business loan applications,…
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Palmetto Citizens partners with Gamecock Athletics for third annual Teacher of the Game
September 3, 2025
Palmetto Citizens Federal Credit Union, in partnership with the University of South Carolina’s Gamecock Athletics, announced the return of the Teacher of the Game program for the 2025 football season.…
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3 year performance and $100M AUM for faith and factor ETF replicating Fidelis 100 Index
August 29, 2025
As of August 26, 2025 Inspire Fidelis Multi Factor ETF (ticker: FDLS), mandated to replicate Wallick Investments, LLC’s Fidelis 100 Index, has over $100M in assets under management and an…
Read MorePosted in: midlandsbiz, upstatebizsc Category: accounting, banking-and-finance, business-services, financial-advisors, on-the-move
SAFE Federal Credit Union promotes Randy Blanchette to Vice President of Electronic Services
August 27, 2025
AFE Federal Credit Union announces the promotion of Randy Blanchette to Vice President of Electronic Services. Blanchette, who joined SAFE in 2022, previously served as Director of Payments. Blanchette has…
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Bauknight Pietras & Stormer Managing Shareholder, Jay Swearingen, named among SC Biz News’ 2025 Most Influential Leaders Columbia
August 27, 2025
Bauknight Pietras & Stormer, a leading accounting and consulting firm in South Carolina, announced that Managing Shareholder Jay Swearingen has been recognized by SC Biz News as one of its…
Read MorePosted in: midlandsbiz Category: accounting, banking-and-finance, business-services, construction, energy, manufacturing, on-the-move, residential-real-estate, restaurant
Position Your Business for Fall Success: A Financial Checklist for Columbia Entrepreneurs
August 26, 2025
By Charlie Griffin, South Carolina Business Banking Market Executive, Bank of America For many entrepreneurs, fall marks a key transition point that can set the tone for year-end performance. It’s a crucial…
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Sharonview Federal Credit Union celebrates 70 years of community impact
August 26, 2025
Sharonview Federal Credit Union celebrated its 70th anniversary this year, marking seven decades of unwavering commitment to empowering its members and giving back to communities across North and South Carolina.…
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Richland County earns top credit ratings from Moody’s, S&P Global agencies
August 26, 2025
Richland County recently earned top ratings from two of the nation’s premier credit rating bureaus, a nod to the County’s sound financial practices and policies. Moody’s Ratings assigned its Aaa rating…
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HUB International purchases Midlands-based Clarke & Company Benefits
August 22, 2025
HUB International, a global insurance brokerage and financial services firm, recently announced the purchase of Clarke & Company Benefits. Headquartered in Columbia, this acquisition follows recent Midlands acquisitions of the…
Read MorePosted in: midlandsbiz Category: banking-and-finance, financial-advisors, headlines, insurance, on-the-move
Pope Flynn achieves Band 1 Banking & Finance ranking for South Carolina in Chambers and Partners USA 2025 Guide
August 18, 2025
Pope Flynn, a law firm concentrating in public finance and governmental law, has achieved a Band 1 Banking & Finance ranking for South Carolina in the 2025 USA Chambers and…
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Failing to Plan in Family Business Succession: Planning to Fail?
August 15, 2025
By Brittany M. Midgette, CFP® Abacus Anyone who has watched the HBO series Succession has seen the challenges of passing along a family business to the next generation. While most…
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Palmetto Citizens Federal Credit Union welcomes Michelle Hardy and Matthew Maynard to executive team
August 13, 2025
Palmetto Citizens Federal Credit Union announced the addition of two new senior leaders to its executive team: Michelle Hardy as general counsel and chief administrative officer and Matthew Maynard as…
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SAFE Federal Credit Union names Theresa Raleigh Vice President of Human Resources
August 11, 2025
SAFE Federal Credit Union has named Theresa Raleigh as its new Vice President of Human Resources. Raleigh brings more than 35 years of experience in human resources leadership to the…
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Sixty-three bankers graduate after three-year intensive program at South Carolina Bankers School
August 11, 2025The South Carolina Bankers School (SCBS), hosted by the South Carolina Bankers Association, would like to recognize the graduates of the Class of 2025, who received their diplomas in a…
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State Treasurer Curtis Loftis proclaims August as ‘Palmetto ABLE Savings Month’
August 8, 2025
State Treasurer Curtis Loftis proclaimed August as Palmetto ABLE Savings Month to remind South Carolinians about the value and impact of the state’s Palmetto ABLE Savings Program. As part of…
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State Treasurer Curtis Loftis announces high credit ratings for South Carolina
August 6, 2025
State Treasurer Curtis Loftis announced that South Carolina has once again had its strong credit ratings reaffirmed by S&P Global, Moody’s, and Fitch Rating Services. “Safeguarding our state’s credit ratings…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, government, on-the-move
SCRA announces new Member Companies and grant funding
August 5, 2025
IOVue and Sharpvue were accepted as South Carolina Research Authority Member Companies. Advent Innovations, Qatalyst Health, Tikvah Health and Wellness, Treblehook, Realize Ascent Labs, and Ripple Two received new grant…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
AgFirst welcomes new CIO, CHRO
August 4, 2025
AgFirst recently welcomed two members to its executive team. Michael Lehmbeck was named Chief Information Officer, and Sharmequa Franklin was appointed to the Chief Human Resources Officer role. Lehmbeck will…
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Marion Harris named President and Chief Executive Officer of AgFirst Farm Credit Bank
August 4, 2025
Former President and Chief Executive Officer of Ford Motor Credit Company to lead the wholesale lender and business-service provider to a network of local farm credit associations across 15 southern…
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Unpacked Leadership Conference announces powerhouse 2025 speaker lineup
July 28, 2025
Global Core Strategies & Consulting, today announced the speaker lineup for the 2025 Unpacked Leadership Conference, featuring Major General Patricia R. Wallace, Colonial Life CEO Tim Arnold, and other transformational…
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Wallick Investments welcomes Brandon Williams
July 23, 2025
Wallick Investments, LLC announced that Mr. Brandon Williams, a 2021 honors graduate of Presbyterian College, has joined the firm as an Investment Advisor Representative. Brandon holds a Bachelor of Science…
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Southern First reports second quarter 2025 results
July 22, 2025
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, today announced its financial results for the six months ended June 30, 2025. “Our second quarter results reflect…
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529 updates in ‘One Big, Beautiful Bill’ give South Carolina families even more flexibility for educational savings
July 21, 2025
By State Treasurer Curtis Loftis As administrator of South Carolina’s Future Scholar 529 Plan, I’m happy to share that recent passage of the One Big, Beautiful Bill Act spells good…
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Are You Financially Prepared for Hurricane Season?
July 17, 2025
By Ellie Perry Market Executive for Bank of America Upstate South Carolina During what is predicted to be a dynamic hurricane season, many residents in the Upstate may have an…
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South Carolina Bankers Association announces 2025 Outstanding Young Banker Award recipient
July 11, 2025
The South Carolina Bankers Association (SCBA) announced Oneal Staples as the recipient of the 2025 Outstanding Young Banker Award. Oneal, who serves as Senior Vice President and Market President for…
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Sturm elected South Carolina Bankers Association Chairman
July 9, 2025
H. Richard Sturm, regional president of the Carolina’s for Ameris Bank, Mt. Pleasant, SC, has been elected Chairman of the South Carolina Bankers Association (SCBA). He was elected by a…
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Wallick Investments welcomes Victoria Matise
July 7, 2025
Wallick Investments, LLC announced Ms. Victoria (Tori) Matise, a 2024 University of Georgia Honors graduate in Finance, has joined the firm as an Investment Advisor Representative. Her responsibilities include business…
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Ellison Kibler named as one of nation’s top DC Advisor Teams
July 2, 2025Ellison Kibler has been named to the prestigious National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of at…
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SCRA announces new Member Companies and grant funding
July 1, 2025
Carolina Biologics, Make Startups, Thrive Data, and WaterUS were accepted as South Carolina Research Authority Member Companies. Carolina Biologics, Clemson Composite Center, Coastal Carolina University, GreenCape Health, Health Evolve, and Tandem…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, entrepreneurship, on-the-move
Junior Achievement and BofA drive financial literacy for South Carolina high schoolers
June 25, 2025
Multi-stop JA Finance Park Mobile tour provided students an immersive financial experience Junior Achievement (JA) of Greater South Carolina and Bank of America partnered to deliver financial literacy education to…
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SBA offers disaster relief to South Carolina small businesses, private nonprofits affected by drought
June 24, 2025
Low Interest Disaster Loans Now Available The U.S. Small Business Administration (SBA) announced the availability of low interest federal disaster loans to small businesses and private nonprofit (PNP) organizations in South Carolina…
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Charleston, SC Mayor William Cogswell honors Southern First Bank
June 24, 2025
Southern First Bancshares, Inc. holding company for Southern First Bank, announced that it has been recognized by the City of Charleston with a local proclamation for National Homeownership Month. The…
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State Treasurer Curtis Loftis names Mark S. Barnes Chief of Staff
June 18, 2025
South Carolina State Treasurer Curtis Loftis today announced the appointment of Mark S. Barnes, MBA, CGFO, as his new Chief of Staff. Barnes brings more than three decades of experience…
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South Carolina maintains coveted Aaa credit rating from Moody’s
June 16, 2025
South Carolina continues to demonstrate strong financial stewardship, as Moody’s Ratings has reaffirmed the state’s Aaa credit rating with a stable outlook. State Treasurer Curtis Loftis announced the positive news…
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Synovus strengthens South Carolina presence
June 10, 2025
Synovus is accelerating its growth by adding new relationship managers in commercial and middle market banking and wealth services, reinforcing its commitment to delivering personalized, relationship-driven banking. The bank expects…
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SCRA announces new Member Company and grant funding
June 10, 2025
Realize Ascent was accepted as a South Carolina Research Authority Member Company. CarbonCents, Oncoblaze, Torpedo Bio, and Volare Boats received new grant funding. All SCRA Member Companies receive coaching and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, entrepreneurship, on-the-move
Abacus Planning Group celebrates 18th CFP® professional as Anne Serrano earns certification
June 9, 2025
Abacus Planning Group, Inc., a fiduciary financial planning firm serving multigenerational families, announces that Anne Serrano has successfully all requirements to earn the Certified Financial Planner® (CFP®) certification. With this…
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Ellison Kibler receives national recognition as a Barron’s Top 250 Private Wealth Management Team
June 2, 2025
Ellison Kibler, a prominent private wealth management team based in Columbia, SC, has earned national recognition, being named to the prestigious Barron’s Top 250 Private Wealth Management Teams list for…
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Southern First announces three new appointments to Board of Directors
June 2, 2025Southern First Bancshares, Inc., holding company for Southern First Bank, announced the appointment of three new board members. Jennie Cluverius, Darrin Goss, and Billy McClatchey joined the company and the…
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