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.
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.
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.
The Wealthiest San Diegans list includes individuals with a primary residence in San Diego County.
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.
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.
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.
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:
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.
When a natural disaster strikes somewhere in the United States, San Diego’s Palomar Specialty Insurance Co. is likely to be paying close attention.
Debbie Escobedo is not your stereotypical bank president.
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.