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.
Historically commodities have outperformed stocks at the end of expansions and in early recessions. So why haven't commodities rebounded? John Love of USCF explains.
CEO Robert Moore's resignation signals further adjustments at the IBD network.
Phone calls to a Senate committee hotline show trends in frauds perpetrated against seniors.
Chairman Ben Brigeman will serve as interim chief executive while a search for a permanent CEO is conducted.
With income thresholds higher and a lower SALT deduction after tax reform, the AMT will realistically only apply to wealthy Americans with out-of-the-ordinary tax events.
Advisers wonder what the lack of a formal brokerage agreement means from a regulatory standpoint.
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