Beyond the LOI: How Integration and Culture Define Success in RIA Deals

Published on December 11, 2024

Henry Hagenbuch, senior managing director, head of M&A at Lido Advisors, challenges common misconceptions about "day one” transformations, emphasizing the importance of gradual integration and alignment with a firm’s culture.

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Inside the Consumer Price Index: November 2024

December 11, 2024
Let's do some analysis of the Consumer Price Index, the best-known measure of inflation. The Bureau of Labor Statistics (BLS) divides all expenditures into eight categories and assigns a relative size to each. The pie chart illustrates the components of the Consumer Price Index for Urban Consumers, the CPI-U.

States to Federal Medicare Program Managers: Please Talk to Us

December 11, 2024
Consumers are not the only ones who sometimes feel lost in the enrollment maze.      Related StoriesMedicare Advantage Agents Should Tell Consumers About Medigap: CMSSallie Krawcheck Steps Down From Ellevest, Citing HealthFormer Agent Charged With $900K Long-Term Care Insurance Fraud in California