Category Archives: Financial Services

Charleston Financial Advisors, LLC, Named ‘Best Practices Advisor’ by Institute for the Fiduciary Standard

Vanguard Founder John C. (Jack) Bogle, Personal Finance Writer, Jane Bryant Quinn endorse Best Practices, speak on importance of fiduciary standard to investors: Monday, May 01, 2017 -- Charleston Financial Advisors, LLC has been named a “Best Practices Advisor” by the Institute for the Fiduciary Standard ( ), a nationally recognized authority on fiduciary duties…
Read more

River Oak Partners implements award-winning risk engineering technology to drive client success.

Charleston, SC – River Oak Partners announced it has implemented Riskalyze, the award-winning risk engineering technology that mathematically pinpoints a client’s Risk Number™ and aligns the client’s portfolio to match. Built on a Nobel Prize-winning framework, Riskalyze replaces subjective terms like “conservative” and “aggressive” with the Risk Number, a quantitative way for clients and advisors…
Read more

PURE Insurance Earns Spot on Fortune’s 40 Best Workplaces in Financial Services & Insurance for Second Consecutive Year

The PURE Group of Insurance Companies, which includes Privilege Underwriters Reciprocal Exchange (PURE), the policyholder-owned property and casualty insurer designed for high net worth individuals and families, today announced that it has once again been named one of the 40 Best Workplaces in Financial Services & Insurance by Fortune and Great Place to Work®. This…
Read more