Insights: A four-point checklist to improve participant outcomes in your 401(k) plan
What can firms do to improve retirement readiness?
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Finance
443 posts
Banking on the Community: Upstate banks invest in community-focused initiatives, leaders
Many Upstate banks are realizing their roles must extend beyond that of a trusted lender and business partner — they must also be good corporate citizens.
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Elliott Davis lets the sunshine in with new Camperdown office
Now that the accounting firm has celebrated its 101st anniversary, the time felt right to look to the future.
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Dogecoin … Bitcoin … what’s an investor to do?
Dogecoin ... Bitcoin ...What exactly are these things, and is it a good idea to invest in them?
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Forbes names Huddleston as one of America’s Top Women Wealth Advisors
The list recognizes financial advisors who have demonstrated high levels of ethical standards, professionalism and success in the business.
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United Community Bank announces $131M merger with North Carolina-based Aquesta
Aquesta was founded by president and CEO Jim Engel in 2006.
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United Community Bank to buy FinTrust Capital Partners
FinTrust held assets worth $2 billion as of March 2021.
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Huddleston honored among Forbes Top Women Wealth Advisors
Michele Casey Huddleston, CFP, ChFC, CLU, CRPC, APMA, a private wealth advisor with Ameriprise Financial in Greenville, was named to the list of Forbes Top Women Wealth Advisors published by Forbes Magazine.
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Forbes names Panuccio, Schoen ‘Best In-State Wealth Advisors’
Craigen Schoen (pictured, left) and Anthony Panuccio, both managing directors of Investments with Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, were among the Raymond James-affiliated advisors named…
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