stage.joincambridge.comCambridge Investment Research

ToolGrid Investors | Form CRS | Account Login What’s Your Journey? Independent Advisor Independent RIA Broker-Dealer OSJ Financial Institutions Independent Advisor As an independent advisor at Cambridge, we’ll give you the flexibility to run your business and help clients reach their investing goals. Learn More About Solutions for Independent Advisors Independent RIA Experience the freedom of building your RIA while leveraging the resources and support to further grow your legacy. Learn More About Solutions for Independent Advisors Broker-Dealer Maintain autonomy and infrastructure while developing scalability for your broker-dealer. The resources and support you need to thrive are a click away. OSJ As an Office of Supervisory Jurisdiction (OSJ), you thrive when your financial professionals thrive. We support OSJs with tailored solutions designed to help you meet the unique needs of your financial professionals. Learn More About Solutions for Independent Advisors Financial Institutions Choose from various program structures, unique compensation arrangements, and custom client ownership scenarios that are fully adaptable to your financial institution. Discover solutions designed to support your growth. Solutions Innovative Technology Investment Products Practice Management Marketing Services Succession and Acquisition Outsourcing Simplified Transitions Compliance Peer Networking Innovative Technology Cambridge’s technology makes it possible to enhance client value while reducing frustrations. Schedule a technology demo. WealthPort: Customizable Asset Management Solutions CLIC: Integrated Account Servicing Platform Investment Products Cambridge offers the broadest range of investment products so you can deliver holistic advice. Experience the freedom to choose the best products for each client. Practice Management Achieve your goals with consulting and coaching from Cambridge’s Practice Management team. Take your business to the next level with consulting and coaching. Practice Management Solutions Cambridge Community of Women High Speed Financial Professional Growth Social and Sustainable Investing Marketing Services Engage with clients, reach more prospects, and build credibility with Cambridge’s creative marketing solutions. Get noticed by prospective clients. Succession and Acquisition Cambridge helps financial professionals create succession plans and acquire, sell, or merge businesses. Let us guide you through plan a staged pullback, full retirement, or a practice acquisition. Outsourcing Cambridge Source offers practice advancement consulting and professional development opportunities. Get time back in your day to grow your practice. Simplified Transitions A smooth transition is critical. Cambridge provides comprehensive support to efficiently move your book. Begin your journey Compliance Run your business confidently with flexible compliance support. Common-sense” compliance is a call or click away. Peer Networking Cambridge financial advisors can network with peers via online communities as well as virtual and in-person events. Start making connections. Insights & Events Cambridge Insights Cambridge Events Cambridge Stronger Podcast Cambridge Insights Cambridge offers helpful information and perspectives for the financial professional to aid them in serving the needs of their investing clients. Cambridge Whitepapers The Pillars of True Independence Opportunities for Women in the Advice Industry Developing a Sustainable Plan for Purposeful Business Growth ESG and Socially Responsible Investing Strategies Remaining Relevant with Next Generation Investors During The Great Wealth Transfer Tips for Implementing a Fee-based or Fee-only Business Model How the Transition Experience Can Make — Or Break — a Financial Advisor Move The Importance of Continuity Planning Six Steps to Succession Planning The Art and Science of a Deal: Your Guide to Acquiring a Practice Partnering With Your Financial Solutions Firm for Successful Business Building Factors You Should Not Overlook in Selecting a Broker-Dealer or a Registered Investment Advisor 40 Tips from 40 Years of Serving Independent Financial Professionals Build Your OSJ Legacy With Cambridge Critical Questions to Plan Your Transition Never Transition Alone Grow Your Financial Practice With Outsourcing Support A New Age of Investing – Where Women are Rising Cambridge Events Cambridge providing a range of resources designed to steadily grow the size and scope of your practice. Learn More About Solutions for Independent Advisors Ignite 2021 Stability Amidst Uncertainty – CEO Amy Webber Cambridge Community of Women - Save the Date Cambridge Stronger Podcast Cambridge Stronger is a podcast and blog series hosted by Cambridge’s CEO Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most. Cambridge Stronger Podcast Episode 101: The Luckiest Life Episode 102: The Chain of Helping People Episode 103: Serving Leaders Episode 104: Elevating Success Episode 105: Strength from Helping Others Episode 106: All about the Heart Episode 107: Respect & Grace Along the Way Episode 108: You Can Be What You Can See Episode 109: A Drive to Succeed Episode 110: Don’t Give Up Episode 111: Faith in your dreams Episode 112: Treat People Well Episode 113: Go Your Own Way Episode 114: Climbing Mountains Episode 115: Reach Out with Encouragement Episode 116: A Commitment to Service Episode 117: IRIA with Family Ties Episode 118: Planning for Succession Episode 119: Transitioning to Succession Episode 120: Finding Your Market Episode 121: Serving Clients from the Midwest and Southwest Episode 122: Forming Strong Client Relationships Episode 123: Discovering a Niche Episode 124: The Value of Perseverance Episode 125: Building an Innovative Strategy Episode 126: Making a Positive Difference Episode 127: From Music to Financial Services — An Unexpected Journey Episode 128: Embark, Explore, Discover Episode 129: Finding Your Purpose Episode 130: Coaching Clients the Right Way Episode 131: Finding Your Voice Episode 132: Family and Finance — The Scarsella Approach Episode 133: Finding Strong Mentors Episode 134: Let Your Values Guide You Episode 135: Charting a Path to Financial Services Episode 136: Shooting for the Stars Episode 137: Serving Technology Leaders Episode 138: Going Above the Call of Duty Episode 139: Finding Independence Episode 140: Collaborating for Success Episode 141: Coming Full Circle Episode 142: Creating Your Path Episode 143: Service Above Success Episode 144: Mentoring and a Coaching Mindset Episode 145: Adapting to Challenges Episode 146: The Magic of a Multigenerational Episode 147: Creating a ‘Mini Cambridge’ Episode 148: Integrating Work and Life Episode 149: Coaching On and Off the Court Episode 150: The Value of a Dollar Episode 151: Walking in Their Shoes Episode 152: Building My Business My Way Episode 153: A Matter of Time Episode 154: The Best of Both Worlds Episode 155: The Journey to Digitization Episode 156: Returning to the Fundamentals Episode 157: A 3D View of Social Investing Episode 158: You Deserve To Be Here Episode 159: Keeping Your Harvest in Mind Episode 160: Finding The Perfect Fit Episode 161: Charting a Course for Young Professionals Episode 162: Taking ’The Next Step’ Episode 163: A Noble Profession About Cambridge Cambridge News Overview Cambridge Leadership The Cambridge Foundation Cambridge News Cambridge Careers Awards and Recognition Frequently Asked Questions Contact Cambridge Cambridge News We are actively engaged across the advice industry as well as in the communities where our associates work and live. Please direct inquiries to Cambridge’s Public Relations team. Cambridge News Overview Cambridge is an independent broker-dealer/RIA serving the needs of independent financial advisors for more than 40 years. Why Cambridge Cambridge Leadership We are honored to be among the most respected firms in the industry. We are...