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FINANCE: Eyes Are On Fiduciary Rule, Use of Robo Advisors
This year is shaping up to be more of the same for wealth management firms, with new regulations still on the horizon, asset allocation software steadily rising in popularity and interest rates below historical norms.
FINANCE: Reilly Financial Sees Expat Community Needing Its Services as The Investment Picture Gets More Complicated
Just before New Year’s Day, Swiss bank and wealth manager Julius Baer said it planned to pay $547 million to settle U.S. prosecutors’ allegations it helped Americans evade taxes. Frank Reilly, president of La Mesa-based Reilly Financial Advisors (RFA), saw the news as yet another development pushing Americans living abroad toward firms like his, which specialize in expatriate accounts.
BEVERAGES: Changes May Help Sales and Expansion
With a little help from a crowdfunding campaign — and much more from California’s newly enacted Craft Distillers Act of 2015 — Michael Skubic is anticipating a turbo-charging of business for his small San Diego distilling company and upcoming cocktail bar in 2016.
SERVICE: Downtown Service Addresses Needs
Civic San Diego, the city’s downtown project oversight agency, is finalizing details for a service that will use electric vehicles — big enough for five passengers and a driver — to transport riders among all of downtown’s neighborhoods within the city’s designated parking district.
Clean energy is on a roll. This summer, President Obama launched the EPA’s Clean Power Plan to clean up America’s aging fleet of power plants, the largest contributor to our nation’s greenhouse gas emissions.
Local tax firm Millimaki Eggert LLP was bought and split between Cleveland-based CBIZ Inc. and Kansas City-based Mayer Hoffman McCann PC effective Jan. 1, the companies said Tuesday.
David W. Andrews has been named president of National University, effective April 1.
Hal Dunning has been promoted to the additional role of president at Barney & Barney, a Marsh & McLennan Insurance Agency LLC company, the firm announced on Monday. Dunning maintains his role as chief operating officer, which he has held since 2006.
The Bay Club Co. of San Francisco has completed a $3.2 million renovation of its Bay Club Carmel Valley fitness and spa venue, at 12000 Carmel Country Road.
San Diego supporters of an initiative to raise the city’s hotel tax, to fund potential projects including a convention center expansion or Chargers stadium, will delay submission of signatures in order to qualify the measure for the November 2016 ballot, rather than the previously targeted June 2016 election.
Anaheim-based Fortune Hospitality LLC has acquired the 78-room Best Western Plus hotel in La Mesa for $12.4 million, according to CoStar Group and brokerage company Atlas Hospitality Group.
San Diego-based Vanorsdale Insurance Services, Inc. has been acquired by NFP, a national insurance broker and consulting firm, the companies announced.
Orange County-based Squar Milner LLP is buying Solomon, Winnett & Rosenfield in Los Angeles and McLean, Rotherham & Co. in San Diego and plans to bring the accounting firms under Squar Milner’s name with headquarters in Newport Beach.
California Code of Civil Procedure Section 998 provides a mechanism to encourage pre-trial settlement by enabling parties to serve offers and demands which, if not accepted, hold penalties for a party not accepting the offer or demand if that party does not do better at trial.
BREWING: Expansions, Acquisitions and Growth Brought Sector to Next Level
The California Craft Brewers Association recently announced that there are now more than 600 craft breweries across the state, generating $6.5 billion in annual revenue.