INTERACTIVE LIBRARY
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How do you choose a quality partner in navigating new regulation?

Financial Solutions

 

 

 

Advisor-focused solutions

 

 

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Ten-Time Broker-Dealer of the Year

 

“Being recognized as Investment Advisor magazine’s Broker-Dealer of the Year for the 10th time is rewarding, but not as much as providing outstanding service to our advisors,” Amy Webber, President and CEO

 

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The Momentum of the Fee-Based Model



We chart the growth of fees at Cambridge – and explain the benefits, how to get started, and how to choose the right partner.


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The Importance of

Building Relationships

 

“It was about people and relationships and helping people. That was really what inspired me to fall in love with the industry way back then,” Webber said.

 

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Learn how Cambridge has been offering a wide array of solutions to advisors for over three decades.

 

 

www.joincambridge.com

Cambridge DOL Compliance Driver

 

Behind the scenes at an investment firm’s fiduciary services unit, and how you can leverage new regulation to improve your practice.

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Understanding the future of advice is vital to adjusting in this new environment. Through this time of great change, advisors have an opportunity to enhance their practice, build their business, and make meaningful connections with a future generation of clients.

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Architects of Change

Cambridge offers choice adapting to changing regulation through a wide array of solutions to allow you to act in your clients’ best interests whether the client account is qualified or

non-qualified.

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Advice Solutions

 

Cambridge Advice Solutions is focused on the needs of the independent advisor and their investing clients including the Cambridge Retirement Center and Cambridge WealthPort®

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Learn more about Cambridge

www.joincambridge.com



Questions about new regulation?

Ask a Cambridge expert.