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Cambridge’s new RIA sets floor to make a deal
'The advisor wants to get out of the business at 65 or 70 but clients will live to be around till 90,' says one banker.
LPL expands in Michigan with father-son advisor duo
The two breakaway advisors are launching their own independent practice after managing a book of $240M at Ameriprise.
LPL swipes two former Cambridge advisors in Iowa
The broker-dealer behemoth’s recruitment drive continues unabated as it welcomes the pair who reported managing around $200M in assets.
Cambridge chooses Skience for client onboarding
The broker-dealer expands its use of the Skience platform by adding the onboarding module.
Wirehouses fall flat on adviser satisfaction: J.D. Power
Despite payout rates and branding that suggest higher levels of support, the top brokerage firms are not meeting adviser expectations, according to a recent survey of over 3,000 advisers.
$1 billion RIA leaves Cambridge Investment Group
The Berger Financial Group has designs on stimulating growth through further acquisitions
Tech tools fall flat among advisers: J.D. Power survey
While firms are investing heavily in technology, many have missed the mark on delivering the best experience
Her Success Matters: Amy Webber
The CEO of Cambridge Investment Research has carved a path built on intelligence, energy and teamwork
Finra slaps Cambridge with $150,000 fine over UIT sales
Also censures firm, again, for not paying discounts to eligible customers
