The Sadler Group

Study: Charleston gets fraction of cruise impact – Foster’s Daily Democrat

Study: Charleston gets fraction of cruise impactFoster’s Daily DemocratBRUCE SMITH,AP CHARLESTON, SC (AP) — A new study suggests that while downtown Charleston must deal with the passengers, traffic and congestion from cruise ships, the city gets only a fraction of the surrounding region's economic benefit from South … and more »

Whitney Houston: Estate planning lesson in a sad, untimely death

The premature death of pop star Whitney Houston should serve as a concrete reminder to financial advisers to make sure that wealthy clients properly fund the trusts that they have set up for their heirs and that they update estate documents every few years.

For CPAs, it’s revenge of the nerds

Make way for the nerds.

SEC seeks more examiners, but SRO idea still looming

Although unlikely to emerge from Congress intact, the budget proposal released last week by the Obama administration would allow the Securities and Exchange Commission to add hundreds of RIA examiners.

Expected $4 gas by spring could hamper SC tourism – Palm Beach Post

Expected $4 gas by spring could hamper SC tourismPalm Beach Post… cruises to fun things to do in our own backyard. Plus, browse vacation photo galleries and upload yours for free. Travel news, tips and your contributions. Email us: travelsmart@pbpost.com By BRUCE SMITH The Associated Press CHARLESTON, SC — While … and more »

RJ says that RIA custody is a ‘strategic imperative’

Will Raymond James be able to cut off a bigger slice of the custodial pie?

Markets hang in, despite Greek woes

The global financial markets dodged another bullet last week when the floundering Greek economy once again managed to avoid the kind of implosion that some observers said is inevitable.

Getting a look under the fixed-income ETF hood

Amid the growing popularity of exchange-traded funds that invest in bonds, financial advisers should be aware of the potential problems and pitfalls associated with the products.

Columbia exec jumps to Fidelity

Mike Jones, president of U.S. asset management at Columbia Management Investment Advisers LLC, has left the firm to become the chief executive of Pyramis Global Advisors, the institutional investment arm of Fidelity Investments.

Succession plans are new recruiting tool

Advisory firms that lack a succession plan may jeopardize their chances to recruit the best young talent, according to some industry experts.