SDBJ SPECIAL REPORTS

A New Generation of Wealth Managers Adopts More Active Roles

A new generation of wealth managers is poised to take the reins of the profession from their elders, as the wealth management industry undergoes a series of significant changes, from a greater role for technology to evolving expectations on the part of investors.

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A New Day For Donors

Who Will Follow in the Philanthropic Footsteps Of Those Who Have Given So Much to San Diego?

That person is out there: San Diego’s next big donor, who will put a name on a major civic, arts or university building.

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Big Multitasking Missions Not Strong Suit for Robo Advisers

INVESTING: Human Input Still Important; Many Platforms Offered

One trend in the field of investment advice doesn’t even involve a human financial adviser — the advent of the robo adviser, an online platform that takes in personalized information about you and spits out investment suggestions.

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San Diego's Wealthiest

The Wealthiest San Diegans list includes individuals with a primary residence in San Diego County.

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Home Buying Is Dialed Down

San Diego’s residential real estate market for single family homes is cooling down, with some brokers reporting that homes are taking longer to sell than they did just a few months ago and rising mortgage rates are putting a crimp on sales.

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Renters Find Downtown Luxuries in Chula Vista Apartments

PROPERTY: Costs, Demand Push Builders to Deliver High-End Projects

The same developer who built one of downtown San Diego’s tonier apartment towers is bringing many of the same amenities to a South County project that acknowledges what some brokers said is the maturing of the area’s residential market.

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Taking a Long View Right from the Start

Traditionally Risk-Averse Law Firms Look For Right Opportunity in Startups

While the legal profession as a whole may not be known for taking big risks, attorneys who specialize in working with startup companies must share a bit of the entrepreneurial spirit exhibited by their clients.

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Startups Guide to Navigating Legal Territory

The following are tips for startup companies from entrepreneurs, lawyers and business consultants, about getting legal advice and assistance, as companies move forward with their business plans:

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Local Co. Offers Workers’ Compensation for Cannabis Biz

INSURANCE: Industry Has Need for Variety Of Coverage Options

Workers in California’s growing cannabis industry are now more likely to be covered by workers’ compensation insurance in case they are injured on the job, whether they work in a growing operation, a retail marijuana storefront or another position related to the production or distribution of cannabis products.

Specialty Insurance Co. Takes on The Big Risks of Disaster Coverage

When a natural disaster strikes somewhere in the United States, San Diego’s Palomar Specialty Insurance Co. is likely to be paying close attention.

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Balboa Thrift’s New CEO Is Familiar With The Bank’s Chosen Route: Car Loans

Debbie Escobedo is not your stereotypical bank president.

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J.P. Morgan Private Bank Finds Good Expansion Opportunity

FINANCE: San Diego’s Old and New Economies Still Generating Wealth

J.P. Morgan Chase & Co. sees opportunity in the land of surf culture, fish tacos and burgeoning technology businesses.

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