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Insights and Events

Insights from Cambridge

Cambridge offers helpful information and perspectives for the financial professional to aid them in serving the needs of their investing clients.

Whitepapers, Insights, and Presentations

  • The Pillars of True Independence

    Get our succession strategy outlining Cambridge’s commitment to internal control and preserving the independence of the financial advisors we serve.

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  • Protecting Elderly Clients from Financial Abuse

    Five ways financial professionals can help shield elderly clients from financial exploitation.

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  • Make the Most of Your Allyship

    Five ways to become an effective ally and inspire change in your organization and community.

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  • Promoting Financial Literacy in the African-American Community

    Three steps financial professionals can take today to promote financial education and wellness.

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  • Supporting Diversity and Inclusion in the Workplace

    Tips for promoting a diverse and inclusive company culture.

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  • Opportunities for Women in the Advice Industry

    Learn why women are ideally suited to thrive in today’s wealth management environment.

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  • Developing a Sustainable Plan for Purposeful Business Growth

    Cambridge's flexible range of services aim to help you build a strong business plan.

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  • ESG and Socially Responsible Investing Strategies

    Cambridge offers several multi-asset and equity SMA strategies focused on ESG or socially responsible investing.

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  • Remaining Relevant with Next Generation Investors During The Great Wealth Transfer

    Partnering with the right firm can help you connect with next generation investors and serve their unique objectives.

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  • Tips for Implementing a Fee-based or Fee-only Business Model

    Cambridge makes it possible for you to offer holistic advice by supporting fee-based and fee-only business models.

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  • How the Transition Experience Can Make — Or Break — a Financial Advisor Move

    Discover why the right mix of planning, support, and personnel can create a successful transition for you, your business, and your clients

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  • The Importance of Continuity Planning

    Find out how critical it is to create a continuity plan for your business.

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  • Six Steps to Succession Planning

    Learn why succession planning doesn't have to be a hassle.

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  • The Art and Science of a Deal: Your Guide to Acquiring a Practice

    Take control of your next purchase with our acquisition guide.

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  • Partnering With Your Financial Solutions Firm for Successful Business Building

    Why choosing to partner with the right financial solutions firm can be a game changer for your business development.

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  • Factors You Should Not Overlook in Selecting a Broker-Dealer or a Registered Investment Advisor

    Questions for independent financial professionals to consider when choosing a partner firm.

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  • 40 Tips from 40 Years of Serving Independent Financial Professionals

    Cambridge Founder, Eric Schwartz, takes you through his top 40 tips after 40 years.

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  • Build Your OSJ Legacy With Cambridge

    With the right partner firm, anything is possible. Learn how two of our many OSJ leaders have leveraged their partnership with Cambridge to grow their office of supervisory jurisdiction.

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  • Critical Questions to Plan Your Transition

    Download your transition guide to learn the top five factors financial advisors must consider when preparing to transition to a new broker-dealer or RIA.

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  • Never Transition Alone

    Enjoy a next-level advisor transition experience at Cambridge.

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  • Grow Your Financial Practice With Outsourcing Support

    Learn how outsourcing can improve efficiencies and let you focus on what’s important, your clients.

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  • A New Age of Investing – Where Women are Rising

    Discover how you can position your financial practice to appeal to the expanding audience of women investors.

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