SD FINANCE
Recent and archived news stories on: Banks, Credit Unions, Mortgage Lending, SBA, Stocks/Bonds, Venture Capital, Wealth Management...
Proposed Bank Already Has Solid Community Ties
Home-Grown Leadership Looking to Share And Support S.D.’s Entrepreneurial SpiritAcraft beer entrepreneur, a real estate investor and a philanthropist walk into … a bank? June 22, 2017 1:31 p.m. $$ Share
Does Fiduciary Rule Give RIAs Competitive Edge?
As the independent segment of the investment advisory business continues to grow, the U.S. Department of Labor’s recently implemented retirement-savings regulation, known as the fiduciary rule, may increase those advisers’ competitive advantage over traditional broker-dealers.
June 22, 2017 6:10 p.m. share »
Support CalCAP for Small-Business Lending
Small businesses provide economic opportunities, jobs and services we all rely on. But the future of a state program that helps entrepreneurs like us get the capital we need to launch and grow our businesses is in jeopardy.
June 22, 2017 1:45 p.m. share »
Golf Becomes a Team Sport at Drives For Rides Tournament
The 5th annual Drives for Rides golf tournament benefitting the Emilio Nares Foundation, a nonprofit that helps families navigate their child’s journey through cancer, was hosted by gap intelligence at the Encinitas Ranch Golf Course. The event included a golf tournament with raffles and a silent auction, followed by a dinner banquet, during which guests heard from a family helped by the Emilio Nares Foundation.
June 22, 2017 1:38 p.m. share »
Growth, Success Bring Seismic Challenges
From five guys working out of a basement in Solana Beach to a multimillion-dollar tech company employing hundreds, Seismic Software Inc. has become one of San Diego’s fastest-growing software firms.
June 22, 2017 12:48 p.m. share »CUSO Financial Services Adds 3 Credit Unions
San Diego's CUSO Financial Services LP recently announced it has added three Washington state-based credit unions to its roster.
June 22, 2017 11:51 a.m. share »Former Vibra Bank Exec Pleads Guilty to Wire Fraud
Dan Schon, a former executive at Vibra Bank, pleaded guilty on Tuesday to wire fraud, according to a statement from the Office of the U.S. Attorney for the Southern District of California.
June 21, 2017 5:25 p.m. share »HoyleCohen Merges With Libbie Agran Financial
HoyleCohen LLC, a wealth management and financial planning firm headquartered in San Diego, has merged with Santa Monica-based registered investment advisory firm Libbie Agran Financial Services & Seminars.
June 20, 2017 5:13 p.m. share »Akcea Therapeutics Announces $100 Million IPO
Akcea Therapeutics, a spinout and subsidiary of Carlsbad drugmaker Ionis Pharmaceuticals, plans to raise $100 million in an initial public offering, the company announced Tuesday.
June 20, 2017 3:07 p.m. share »
Eroding Protections Is No Path to Fixing BOE
The State Board of Equalization has been in the headlines lately, after an evaluation by the Department of Finance revealed that the tax agency misused revenue-generating staff and misallocated some tax revenue among various funds. But rather than focusing on correcting these problems, some critics are trying to use the situation as an excuse to do away with taxpayer protections.
June 19, 2017 3:54 p.m. share »
‘Changing the Odds’ Gives Kids Chance to Excel at School, Life
United Way of San Diego County’s first “Changing the Odds Community Breakfast” was held recently at the San Diego Convention Center.
June 19, 2017 3:48 p.m. share »
New Investors Eyeing Local Startups
A new group of investors has opened up shop in San Diego, investing in seven companies (many of them local tech startups) in less than three months.
June 19, 2017 3:22 p.m. share »
Moore Sets Sail on Latest Effort to Connect With VCs
The spatters of seawater on Terry Moore’s T-shirt from an afternoon of sailing off Point Loma had barely dried when he took a seat on the deck of the San Diego Yacht Club following last summer’s fourth annual VC Regatta.
June 19, 2017 3:19 p.m. share »S.D. Genomics Industry Producing $5.6 Billion in Economic Impact
San Diego’s genomics industry is generating $5.6 billion in economic activity — more than the entire research community — according to a new report published by the San Diego Economic Development Corp.
June 19, 2017 3:19 p.m. share »San Marcos' Hunter Industries Acquires Dispensing Dynamics
Hunter Industries of San Marcos said on June 16 that it bought Dispensing Dynamics International, based in the City of Industry.
June 19, 2017 3:15 p.m. share »Regents Bank Promotes Friedman to Regional President for San Diego Offices
La Jolla-based Regents Bank, a division of Los Angeles-based Grandpoint Bank, has promoted Stephen Friedman to regional president over the bank’s San Diego County offices.
June 19, 2017 3:14 p.m. share »-
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