Top Executive: Eric Schwartz
1776 Pleasant Plain Road
Fairfield, IA 52556
RIA department info:
Contact: Kyle Selberg
- 493 FTEs
- Annual revenue of $462500000
- Founded in 1981
Q&A:What is the service or product you offer to RIAs?
Cambridge is an independent broker-dealer that offers a hybrid model to RIAs. If a rep-advisor wants to provide both fee and commission services to their clients they may do so through Cambridge. Cambridge offers many choices among multiple trading platforms, investment programs, and customized fee schedules—far more than any of our competitors. The wide array of choices offered under our platform means that rep-advisors can more accurately and easily meet the needs of their clients without any special effort. If your clients are paying you for your expertise and expect you to make objective decisions that meet their unique needs, you will appreciate the value offered by the Cambridge culture of integrity, commitment, flexibility, and kindness.How do you differentiate your offering from competitors'?
Our culture – As an independent broker-dealer, we know that you need to chart a course that works best for you. We believe a firm’s culture influences its reputation. When you take a hard look at a firm’s stated mission and values, it should compare to how the firm’s senior leadership and staff engage with rep-advisors and manage business activity. Since our earliest days, our founder, board members, executives, and associates have been committed to our core values. They shape everything that we do – especially in the quality of service and flexibility that you receive as a financial professional.What else would you like to say about your business?
Cambridge encourages our rep-advisors to think about what success means to them. We will work with you every step of the way to accomplish your goals and create the business that you want – fees or commissions? Your RIA our ours? The choice is yours.
Why RIAs are shunning mobile apps and why Black Diamond, Orion, Fidelity and others are still placing their chips on an iPad futureMany providers are stuck at 10% mobile adoption rate, but Fidelity has hit 40% and Orion 30% with their RIA clients
Which three of DOL's new 401(k) rules represent the biggest land mines for financial advisors and plan sponsorsAccepting gifts, estimating fees and using asset allocation models all demand treading lightly
|JoinAFirm.com is expected to give independent firms more play by offering more options and keeping it casual|
|RIAs grow in numbers and strength|
|Scandal soured the advisors on the Securities America and set them on a search for a firm with a compatible culture|
|Will partnerships with, respectively, Socialware and Erado, translate into elusive growth-via-networking?|
Merion Wealth Partners, Cambridge Investment Research and Mariner Holdings make hires with big-league experienceNew employees come from Envestnet, Janus and JPMorgan
|Some IBDs are morphing into Super RIAs that make money by charging for oversight of fee-based assets|
|Schwab gives hybrid advisors another vote of confidence in its own new study yesterday|
|If major change doesn't occur, it won't be for lack of effort|
Trade-PMR is elbowing its way into the RIA custody market with cheap software and expensive advertising slotsFlorida custodian is opening its doors to career-changers and smaller IBD reps who want to become RIAs
|Jim Warren made personal pleas to Art Tambaro but a small IBD nabbed his RIA|
|Pershing makes mini-custodians out of broker-dealers|
|Online publication for financial advisors debuts from Sausalito, Calif.|
If you are the owner of this listing, you can edit the contents and billing information. First, we have to verify via email that you are the owner: