RIAs

Business First in Louisiana agrees to buy investment adviser

03/23/21

Smith Shellnut Wilson has managed Business First's investment portfolio since the bank was formed 15 years ago.

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Access Denied: Representation

11/23/20

The hurdles faced by Black professionals who break into the financial services belie the notion that their small numbers at the industry’s top ranks are a pipeline problem.

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Access Denied: Representation

11/23/20

The hurdles faced by Black professionals who break into the financial services belie the notion that their small numbers at the industry’s top ranks are a pipeline problem.

[more]

Coronavirus stress tests strength of women’s network

05/11/20

In a still male-dominated industry, does the network help attract and keep more women at the firm? CEO Shirl Penney says yes and has the results to prove it.

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Sandy Spring to buy wealth manager in Northern Virginia

11/06/19

The Maryland company agreed to acquire Rembert Pendleton Jackson, which has $1.3 billion in assets under management.

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