Ken Stern & Associates, a San Diego,Calif.-based RIA firm managing $408 million in assets, has merged with Lido Advisors, a Los Angeles-based registered investment advisory firm managing $2.77 billion in assets.
Lido has an office in San Diego, as well as in 11 other cities in the U.S. It was founded in 1999 by Greg Kushner, who serves as its senior managing director and chairman.
Ken Stern & Associates was founded in 1998 by Ken Stern, who has become a managing director of Lido.
Most clients have complicated relationships with their finances, according to Rick Kahler, founder of Kahler Financial Group, and financial advisers can help.
Regulator says James E. 'Jeb' Bashaw borrowed $200,000 from a client in 2013 without telling LPL.
Lower withholding and the loss of state and local deductions throw many for loop.
Advisor Group's independent broker-dealer network in the U.S. has more than 7,000 advisers.
Observers think Congress would need to address Social Security's funding levels and offer enhanced protections for the concept to work
Retirement reserves extended one year; disability fund by 20 years
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