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About Cambridge 

Cambridge News

We are actively engaged across the advice industry as well as in the communities where our associates work and live.

Please contact Cambridge’s Public Relations Team at publicrelations@cir2.com for news media inquiries, executive speaking engagements, industry sponsorship opportunities, media planning, and community involvement.

  • March 20, 2024 News & Insights

    Cambridge Named Top Workplace USA

  • February 09, 2024 News & Insights

    Cambridge Promotes Amanda Reineke to First Vice President, Innovation and Experience

  • February 07, 2024 News & Insights

    Greg Monaco Joins Cambridge as Regional Vice President of Business Development

  • February 05, 2024 News & Insights

    Cambridge Elevates Steve Oliver to Regional Vice President, Business Development

  • January 23, 2024 News & Insights

    Family Investors Company Joins Cambridge

  • January 22, 2024 News & Insights

    Cambridge Welcomes Ryan Boen as Executive Vice President and Associate Chief Financial Officer

  • January 18, 2024 News & Insights

    Cambridge Promotes Matt Goodwin to First Vice President, Business Development

  • January 10, 2024 News & Insights

    Cambridge Appoints Andrea Shafer, Greg Turner, and Val Vest to Executive Council

  • January 09, 2024 News & Insights

    Cambridge Introduces New RIA Firm, BridgePort and Hires Eddie Rollins as Managing Director

  • November 29, 2023 News & Insights

    Cambridge Wins ThinkAdvisor LUMINARIES Award

  • November 29, 2023 News & Insights

    Cambridge Welcomes Will Briggs as Senior Vice President and Chief Human Resources Officer

  • November 08, 2023 News & Insights

    Colleen Bell Named InvestmentNews ‘Allyship Champion of the Year’

  • November 02, 2023 News & Insights

    Dee Morgan Joins Cambridge as Senior Vice President, Strategic Acquisitions

  • October 24, 2023 News & Insights

    Greg Turner Joins Cambridge as Senior Vice President of Consulting Services

  • October 24, 2023 News & Insights

    Lisa Sappenfield Boyer, Kelly Hoff, Lucila Williams Named to WIFS Circle of Excellence

  • October 23, 2023 News & Insights

    Aprilyn Chavez Geissler Elected to WIFS Board of Directors

  • October 04, 2023 News & Insights

    Colleen Bell Named InvestmentNews ‘Women to Watch’ Finalist

  • September 22, 2023 News & Insights

    Cambridge Honors Financial Professionals and Associates with 2023 Spirit of Cambridge Award

  • September 21, 2023 News & Insights

    Cristen Morgan Recognized for Invest in Others Community Service Award

  • September 18, 2023 News & Insights

    Cambridge Earns 13th Consecutive Top Workplace Iowa Award

  • September 08, 2023 News & Insights

    Cambridge Named ‘Wealthies’ Winner in Three Categories

  • September 06, 2023 News & Insights

    Cambridge Welcomes Daniel Gill as Firm’s Newest First Vice President

  • August 28, 2023 News & Insights

    Cambridge Names Chad George as Vice President of Source

  • August 23, 2023 News & Insights

    Sarah Ledger Named One of Ragan and PR Daily’s ‘Top Women in Marketing’

  • August 16, 2023 News & Insights

    Cambridge Wraps Up 12th Annual The Next Step Internship Program

  • July 25, 2023 News & Insights

    Cambridge Launches EveryoneSaves, a New Pooled Employer Plan

  • July 17, 2023 News & Insights

    Invest in Others Awards Recognize Five Cambridge Financial Professionals

  • June 30, 2023 News & Insights

    Cambridge Named a ThinkAdvisor LUMINARIES Finalist in Four Categories

  • June 19, 2023 News & Insights

    Cambridge Promotes Steve Youhn to Senior Vice President, Compliance, and CCO

  • June 15, 2023 News & Insights

    Cambridge Promotes Ashley Poole to Vice President of Accounting

  • June 07, 2023 News & Insights

    Cambridge Named ‘Wealthies’ Finalist in Six Categories

  • June 05, 2023 News & Insights

    Cambridge Announces Recipients of 10th Annual Jim Guy Memorial Scholarship

  • May 10, 2023 News & Insights

    Finity Group Wins InvestmentNews ‘Excellence in DE&I’ Award

  • May 10, 2023 News & Insights

    Cambridge Announces Promotions of Rick Kuhlman and Andrea Shafer in Advocacy and Administration Division

  • April 17, 2023 News & Insights

    Gateway Financial Advisors, Finity Group Named ‘Excellence in DE&I’ Finalists

  • April 17, 2023 News & Insights

    Peter Bacchiocchi of G9 Financial Wins InvestmentNews ‘See It, Be It’ Award

  • April 17, 2023 News & Insights

    Cambridge Named ‘Diversity Champion’ Finalist

  • February 21, 2023 News & Insights

    Cambridge Launches Private Client Solutions Offering to Further Elevate Service Capabilities for High-Net-Worth Clients

  • February 01, 2023 News & Insights

    Cambridge Wins Top Workplace USA Award

  • December 20, 2022 News

    Cambridge Promotes Val Vest to Senior Vice President and Chief Experience Officer

  • November 16, 2022 News

    Cambridge CEO Amy Webber Wins InvestmentNews Lifetime Achievement Award

  • November 11, 2022 News

    Cambridge Wins Nine 2022 MarCom Awards

  • October 28, 2022 News

    Cambridge Promotes Nick Blomme to Vice President, Strategic Planning and Innovation

  • October 18, 2022 News

    Cambridge Promotes Kris Emick to First Vice President, Succession and Acquisition Solutions

  • October 18, 2022 News

    Cambridge Promotes Brian Reid to Vice President, Practice Management

  • October 06, 2022 News

    Cambridge Announces New Members of Diversity, Equality, and Inclusion Advisory Council

  • October 05, 2022 News

    Lisa Sappenfield Boyer Named to WIFS Circle of Excellence

  • September 28, 2022 News

    Cambridge Introduces RetireTRAC, a New Digital Marketing Solution Designed to Drive Growth Opportunities for Financial Professionals

  • September 26, 2022 News

    Cambridge Named Top Workplace for 12th Consecutive Year

  • September 23, 2022 News

    Cambridge Honors Kristen Hafner, David Nelson, Jen Schaefer with 2022 Spirit of Cambridge Award

  • September 22, 2022 News

    Lisa Sappenfield Boyer Named WIFS Woman of the Year Nominee

  • September 13, 2022 News

    Cambridge’s Jeff Vivacqua Named CMO of the Year by WealthManagement.com

  • September 13, 2022 News

    Cambridge CEO Amy Webber Named CEO of the Year by WealthManagement.com

  • September 06, 2022 News

    Cambridge Appoints Colleen Bell, Jeff Vivacqua, and Seth Miller to Divisional President Roles

  • August 29, 2022 News

    Dan Karlsberg of Freedom Trail Wealth Named to FSI Advocacy Circle of Excellence

  • August 15, 2022 News

    Cambridge Announces New Office of the CEO

  • August 08, 2022 News

    Cambridge Welcomes Steve Youhn as Firm’s Newest First Vice President

  • August 04, 2022 News

    Cambridge Named a Financial Services Industry Top Workplace

  • July 13, 2022 News

    Wessels, Nearman Receive Honorable Mention in Invest in Others Awards

  • June 29, 2022 News

    Cambridge Welcomes Students for 11th Year of The Next Step® Internship Program

  • June 24, 2022 News

    Cambridge Named a 2022 ThinkAdvisor LUMINARIES Finalist in Two Categories

  • June 07, 2022 News

    Cambridge Named a 2022 WealthManagement.com Industry Awards Finalist in Four Categories

  • June 06, 2022 News

    Bynum, Janota Named to InvestmentNews 40 Under 40 List

  • June 06, 2022 News

    Cambridge’s Andrea Shafer Named to InvestmentNews 40 Under 40 List

  • May 17, 2022 News

    Cambridge Partners with Spire Outsourcing for Outsourced Financial Planning Solution

  • May 16, 2022 News

    Cambridge Welcomes Nicole Johnson as Vice President of Business Development

  • May 05, 2022 News

    Cambridge Announces Recipients of Ninth Annual Jim Guy Memorial Scholarship

  • April 04, 2022 News & Insights

    Peggy Haslach of The Finity Group Named an InvestmentNews ‘Rising Star’

  • March 17, 2022 News & Insights

    Cambridge Executive Vice President & Chief Marketing Officer Jeff Vivacqua Elected Vice-Chair of Board of Directors for International Non-Profit

  • March 16, 2022 News & Insights

    Cambridge Joins Community Leaders in Groundbreaking of Local Childcare Center

  • February 22, 2022 News

    Cambridge Partners with Retirement Plan Advisors to Launch Public Sector Retirement Plan Offering

  • February 16, 2022 News

    Cambridge Promotes Lindsay Haskins to Vice President of Public Relations & Creative Marketing

  • February 07, 2022 News

    Cambridge Promotes Sarah Berner to Vice President of Operations

  • January 26, 2022 News & Insights

    Cambridge Awarded 2022 Top Workplace USA Recognition

  • January 24, 2022 News

    Cambridge Recognized by Nashville Based Non-profit

  • January 21, 2022 News & Insights

    Cambridge President and CEO Amy Webber Elected Member of FSI Board of Directors

  • January 21, 2022 News & Insights

    Von D. Cook II Elected Member of FSI Board of Directors

  • December 13, 2021 News

    Cambridge Announces Ninth Annual Jim Guy Memorial Scholarship Program

  • December 08, 2021 News

    Chad Cooper Receives 2021 NAIFA Diversity Champion Award

  • December 03, 2021 News

    Donna Kendrick Secures Invest in Others Grant

  • November 30, 2021 News

    Cambridge Promotes Kristy Quinn to Vice President of Operations

  • October 29, 2021 News & Insights

    Cambridge Honors Dawn Baker, John Fenwick, and Kim Gaxiola with 2021 Spirit of Cambridge Award

  • October 27, 2021 News

    Cambridge Engages Skience to Provide New Digital Client Onboarding Module

  • September 13, 2021 News & Insights

    Cambridge Named 2021 Top Workplace for 11th Consecutive Year

  • September 10, 2021 News & Insights

    Nick Graham Named Chief Technology Officer of the Year by WealthManagement.com

  • August 27, 2021 News

    Cambridge Executive Chairman Recognized in ThinkAdvisor LUMINARIES Class of 2021

  • August 25, 2021 News

    Webber Recognized in ThinkAdvisor LUMINARIES Class of 2021

  • August 23, 2021 News & Insights

    Cambridge Receives Honors as Part of ThinkAdvisor LUMINARIES Class of 2021

  • August 16, 2021 News

    Cambridge Wraps Up 10th Annual The Next Step Internship Program

  • August 05, 2021 News

    Cambridge Promotes Valarie Vest to First Vice President

  • August 04, 2021 News

    Cambridge Investment Research, Inc. Partners with Atlas Point to Offer Financial Virtues

  • July 01, 2021 News

    Cambridge Press Release July

  • June 04, 2021 News

    Nick Graham Selected as 2021 WealthManagement.com Industry Awards Chief Technology Officer of the Year Finalist

  • May 19, 2021 News

    Cambridge Announces Recipients of Eighth Annual Jim Guy Memorial Scholarship

  • April 14, 2021 News

    Cambridge Promotes Chad George to Vice President of Business Consulting

  • February 25, 2021 News & Insights

    Cambridge Promotes Larry Casey to Vice President of Technology

  • February 10, 2021 News

    Cambridge Awarded Inaugural 2021 Top Workplace USA Recognition

  • January 29, 2021 News

    Cambridge Receives 2020 Iowa Recognition for Performance Excellence Award

  • January 25, 2021 News

    Cambridge Expands Commitment to Diversity, Equality, and Inclusion Focus with the Addition of New Advisory Council

  • December 08, 2020 News

    Cambridge Announces Expansion with New Office Space in Phoenix

  • December 07, 2020 News & Insights

    Cambridge Announces Eighth Annual Jim Guy Memorial Scholarship Program

  • December 04, 2020 News

    Colleen Bell Recognized as 2020 InvestmentNews Women to Watch Honoree

  • December 04, 2020 News

    Aprilyn Chavez Geissler Recognized as 2020 InvestmentNews Women to Watch Honoree

  • November 20, 2020 News

    Kelly Carlson of Advizrs, Inc. Named to 2020 NAPA Top Women Advisors List

  • November 18, 2020 News

    Cambridge Investment Research, Inc. Selects AdvicePay to Propel Fee for Service Financial Planning Strategy

  • November 03, 2020 News

    Cambridge Independent Financial Professionals Qualify for 2020 WIFS Circle of Excellence

  • October 22, 2020 News

    Thom Freismuth of HUB International Named to 2020 Financial Times Top 401 Retirement Plan Advisers List

  • September 30, 2020 News

    Cambridge Welcomes FCG Advisors

  • September 28, 2020 News

    Cambridge Welcomes Tammy Robbins as Executive Vice President and Chief Business Development Officer

  • September 25, 2020 News & Insights

    Cambridge Honors Denny Gustin-Piazza, Jimmy Williams, and Shane Westhoelter with the 2020 Spirit of Cambridge Award

  • September 23, 2020 News

    Cambridge Welcomes Daniel Wright as First Vice President and Chief Compliance Officer

  • September 14, 2020 News & Insights

    Cambridge Named 2020 Top Workplace for 10th Consecutive Year

  • September 09, 2020 News

    Cambridge and INVENT.us Reimagining and Redesigning Digital Business Environment for Independent Financial Professionals

  • August 26, 2020 News

    Cambridge Honored as 13-time Broker-Dealer of the Year 2020

  • August 25, 2020 News

    Kevin Whiteford of Whiteford Wealth Management, Inc. Named to FSI Advocacy Circle of Excellence

  • August 19, 2020 News

    Nick Graham Named to Inaugural FSI Advocacy Circle of Excellence

  • June 16, 2020 News & Insights

    Nick Graham Named Chief Technology Officer of the Year Finalist at the WealthManagement.com 2020 Industry Awards

  • June 15, 2020 News & Insights

    Cambridge Announces Winners of Seventh Annual Jim Guy Memorial Scholarship

  • May 04, 2020 News

    Amy Webber Recognized in IA 25 for 2020 as Most Influential in the Industry for the Sixth Year

  • April 27, 2020 News

    Cambridge Prepares to Welcome 27 Interns for its New Remote Summer Internships in 2020

  • April 20, 2020 News

    Cambridge Announces Nick Graham as New Member of its Board of Directors

  • April 20, 2020

    Cambridge Expands M&A Plan/Growth Strategies, Names Steve Chipman SVP, Strategic Initiatives