Santa Barbara-based Pensionmark Financial Group and CAPTRUST Financial Advisors have partnered to better deliver corporate retirement plans with a combined $180 billion of assets under advisement, the companies announced Sept. 10. The new jointly owned entity will operate as Pensionmark’s registered investment advisor and will take on more than 3,000 combined clients. CAPTRUST and Pensionmark Read More →
By Brad Stark and Kieran Osborne The pipeline breakage near Refugio State Beach is not only devastating to our environment and harmful to life on the Central Coast, but it also brings attention to how the oil industry is supported with investment dollars. The public relations battle with fossil fuels has been heating up for Read More →
The SEC alleges that instead of purchasing the shares in the secondary market as promised, Efstratios “Elias” Argyropoulos and his firm Prima Capital Group misappropriated investor funds.
With a core portfolio of assets from Palo Alto to Los Angeles, the company has started fishing for deals in the Seattle market and putting even more focus on East Coast markets from Washington, D.C. to Savannah, Georgia.
West Coast Asset Management, the alternative investment firm founded by Paul Orfalea and family member Lance Helfert, is merging with a San Diego-based money manager.
Shares of Summerland-based business software firm QAD fell Aug. 27 on news that the company’s second-quarter profits dropped 24.2 percent to $985,000. QAD reported record revenues and higher operating income during the second quarter. Its total revenue climbed 12 percent to a second-quarter record of $73.1 million, it said, up from $65.2 million in the Read More →