Unified

Why Unified Data, Not More Data, Will Decide Insurance’s Next Winners

Health Insurance /
Why Unified Data, Not More Data, Will Decide Insurance’s Next Winners

The role of data across the insurance value chain has evolved noticeably. What was once used primarily for retrospective reporting is now becoming a source of real-time intelligence that shapes daily decision-making. This shift is being driven by three forces: rapid advancements in enabling technologies such as AI and automation, rising regulatory expectations, and increasing […]

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RIAs Debate Value of Unified Brand in Growth Strategy

Real Estate Buying & Selling /
RIAs Debate Value of Unified Brand in Growth Strategy

What’s in a name?  A lot, if you’re asking Ken Stern, president of Los Angeles-based Lido Advisors, an acquisitive and fast-growing registered investment advisor backed by three separate institutional investors. “There is absolute value in having a strong brand, one name, one vision, one shared ideology,” Stern said in a recent interview with WealthManagement.com.  “That

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