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Small Business Retirement Plans: saving for later is good for now
Small business retirement plans can help owners reduce taxes, build long-term wealth and strengthen financial security for retirement.
Scott Woods’ lifelong journey with SC Federal
Scott Woods marks 22 years as president and CEO of South Carolina Federal Credit Union, leading growth from $800 million to $2.5 billion.
North Charleston equestrian tech startup receives $200,000 investment
SC Launch Inc., an affiliate of South Carolina Research Authority, invests $200,000 in North Charleston-based Horse Spot, an equestrian software startup.
Business mentor Bill Englehaupt brings Lean Six Sigma and Agile to audit transformation with launch of Auditology™ Consulting in Charleston, SC
Auditology, LLC, a global performance-improvement firm, is extending from Charleston to help audit, risk, finance, and accounting leaders accelerate operational excellence through structured coaching, disciplined execution, and accountable leadership practices. […]
Charleston startup Advisor.com raises $9M for growth
Charleston entrepreneur Hunter Stunzi’s wealth tech firm Advisor.com secures $9M in seed funding to expand AI-driven financial services nationwide.
MUSC launches $30M fund to boost SC health innovation
MUSC has launched $30M in health innovation funds to support startups, entrepreneurship and economic growth across South Carolina.
Wallick Investments now offers holistic financial planning
South Carolina-based RIA firm Wallick Investments, LLC is proud to announce the addition of a new financial planning service line to complement its long-standing investment advisory and portfolio management services. […]
Banker Exchange Highlights Female Empowerment & Achievement During Women’s History Month
As the world celebrates Women’s History Month, Banker Exchange, a pioneering firm in 1031 tax-deferred exchanges, takes the opportunity to announce and celebrate its recent recognitions: the SCBiz Empowering Women […]
Beloved Wildlife Inspires Local Wealth Management Firm
Local investment firm Vingi, Edwards and McCallum Private Wealth Management Group of Wells Fargo Advisors is rebranding under a new name inspired by beloved wildlife, the Roseate Spoonbill. As of […]
Banker Exchange Expands Reach with New Offices in Strategic Locations Across the Nation
Charleston, SC – Banker Exchange, a leading company in the realm of 1031 exchanges, is excited to announce the expansion of its offices, marking a significant step in broadening its […]
Tax Credit Marketplace, LLC Announces Closing of Largest Annual Fund in Firm History
South Carolina- based Tax Credit Marketplace, LLC (“TCM”)’s 2023 Fund closed December 31, 2023 generating over $31.1 million in South Carolina income tax credits, a 35% increase over 2022. The […]
Vingi, Edwards and McCallum Private Wealth Management Group of Wells Fargo Advisors named as one of Forbes’ 2023 Top Wealth Management Teams: Private Wealth
The Vingi, Edwards & McCallum Private Wealth Management Group of Wells Fargo Advisors in Charleston, SC, has been recognized on the 2023 Top Wealth Management Teams: Private Wealth list by […]
