Cambridge Investment Research, the Fairfield, Iowa-based independent broker/dealer, has launched an outsourced CFO offering to better assist financial advisors with managing their practices. This new service aims to provide advisors with access to experienced financial professionals who can help with budgeting, forecasting, financial analysis, and strategic planning.
Independent broker-dealers such as Cambridge are willing to pay more to recruit financial advisors with RIA assets. By offering additional resources like outsourced CFO services, Cambridge is positioning itself as a valuable partner for advisors looking to grow their businesses and better serve their clients.
Cambridge Investment Research has recruited Dee Morgan, who will oversee acquisition opportunities across both broker-dealer and RIA channels. Morgan brings years of experience in mergers and acquisitions to the team, further enhancing Cambridge's capabilities in helping advisors navigate transitions and strategic partnerships.
Cambridge Investment Research has launched BridgePort Financial Solutions, a fee-only registered investment advisor firm that aims to provide comprehensive financial planning services to clients. This new offering expands Cambridge's suite of services and provides advisors with additional options for serving their clients' needs.
Cambridge, a leading financial solutions firm serving over 3800 financial professionals across the country, is pleased to introduce its new outsourced CFO offering. This service reflects Cambridge's commitment to supporting advisors with innovative solutions that help them succeed in today's competitive financial services industry.
The Financial Industry Regulatory Authority has fined and suspended a former independent broker with Cambridge Investment Research in Mason. This incident highlights the importance of compliance and regulatory oversight in the financial services industry, and Cambridge continues to prioritize adherence to industry regulations.
FAIRFIELD — Cambridge Investment Research, Inc. in Fairfield undertook a major renovation of its offices in 2022. This investment in their physical space reflects Cambridge's dedication to providing a modern and comfortable work environment for their employees and advisors.
Featured White Papers from Cambridge Investment Research, Inc. include an Advisor Transition Guide and Growth Strategies for financial professionals. These resources showcase Cambridge's commitment to supporting advisors with valuable insights and tools for success.
Neil Pettes and the team at Individual Financial Services has returned to LPL's broker-dealer, RIA, and custodial platforms. This move highlights the competitive landscape of the financial services industry and the importance of offering attractive options for advisors.
