San Diego Business Journal

SDBJ SPECIAL REPORTS

Credit Unions Give Tech Tools a Chance

Members Increasingly Embrace Technology; Institutions Evaluate What Else to OfferCalifornia Coast Credit Union’s website highlights its “personalized caring attention.”

By Sarah de Crescenzo January 19, 2017 3:41 p.m.   $$ Share
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Time To Pull Chips Off The Table

Climate, Strong Economy, Aging Owners Will Combine to Keep Accounting Firms Busy in 2017

Accounting firms and professionals who handle mergers and acquisitions in the San Diego region anticipate a strong year ahead for such transactions. It seems there are exit signs all around, especially the aging population of business owners, a strong local economy and the expectation of a favorable business climate with the incoming administration.

Robo-Advising Advances, But Human Role Still Part of Equation

INVESTMENT: Most Firms Tap Technology For Variety of Services

Billions of dollars in the United States are being managed by algorithms under the auspices of digital platforms such as Wealthfront and Betterment.

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Wealth Management Co. Builds Up People, Portfolios and Reputation

Creating Value Is at the Core of Many of Wealth Management Co.’s Moves

Investing is a long-term endeavor. So is building a company.

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Political Turns Could Change Economic Course

The year ahead looks almost as scary as it does hopeful for Chula Vista-based Action Drone Inc.

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Executive Q&A Dana Alligood, Market Executive, Bank of America Merrill Lynch

It was a chance trip to San Diego nearly a decade ago that led to Dana Alligood’s new role as the Southern California market executive for Bank of America Merrill Lynch’s Global Commercial Banking business. Alligood says she sees positive indications of continued business growth in San Diego; the bank lent more than $62 million to local companies in the first half of the year, a 77 percent year-over-year increase from $44 million lent in the first half of 2015.

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Taking on a Tough Endeavor: Starting a Bank

The obstacle to launching a new bank in San Diego surely isn’t a lack of chutzpah. In fact, the Southern California region is leading the charge this year when it comes to asking regulators for the OK to establish financial institutions de novo — that’s “new” in bank speak (and in Latin).

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2016 S.D.’s Strengths Made a Powerful Showing

ECONOMY: From Beer To Bots, Star Players Could Be Counted On

2016 was a year in which the San Diego business community continued to build on its strengths — life sciences, health care, craft beer and real estate — areas that should continue to bolster the local economy in 2017.

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Charter Schools Chalk Up Health Care Savings to Benefits Trust

WORKFORCE: Trust’s Success Requires That It Be Carefully Managed

Local benefits consultants — the innovators San Diego’s business community looks to for help in capping health insurance costs — have identified another industry they believe can gain from a risk-pooling strategy that continues to win converts among tech and bioscience companies.

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Brokers and Buyers Feel the Pain of Health Insurance Commission Cuts

Asense of loyalty obliges Mission Valley insurance broker Michael Dysart to continue serving his longtime clients in the individual health benefits market. But he won’t take on new customers.

Deal them in: 2017 Conditions Should Coax Cos. to Bet on M&A

When the last day of 2016 rolls around, the value and number of mergers and acquisitions completed nationwide may not reach the high-water market set in 2015, but the number of major deals in the pipeline and a potential relaxing of antitrust regulations have experts bullish about 2017.

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M&A Culture Helps Hone and Spread the Wealth of Business Talent

Adam Simpson’s parents worried about his habit of growing small bioscience companies to the point where they would be acquired by a large pharmaceutical company.