Firm named a winner in the category of ‘Outstanding Practice’

Bacchiocchi selected for encouraging diversity and inclusion in his community and in the financial services industry

Firm recognized for encouraging diversity and inclusion in the financial services industry

New Service Leverages Firm-Wide Expertise to Drive Comprehensive Solutions for Financial Professionals Supporting High-Net-Worth Clients and Their Complex Financial Needs

Firm earns annual recognition for third consecutive year

Webber was recognized and delivered a speech at the Women to Watch award ceremony in New York City

Firm recognized in the categories of Digital Media, Print Media, Video/Audio, and more

Firm continues to grow its continuity, succession planning and acquisition support for financial professionals

Reid will lead the Practice Management Team and continue to grow the department’s solutions and offerings

Sappenfield Boyer is one of eight finalists for the award, which will announce a winner on September 30

Vivacqua was a finalist in the Broker-Dealers (All) category

Webber was recognized in the Broker-Dealers (1,000 Advisors or More) category

Promotions are designed to support the firm’s recent realignment of business functions

Karlsberg selected for outstanding commitment to advancing the regulatory environment

Youhn brings over 30 years of experience in the financial services industry

In its 16^th year, the Invest in Others awards program honors financial professionals and firms making an impact in their community

Cambridge is pleased to welcome students from around the country for the 11th consecutive year of The Next Step® internship program. The program was designed to develop the next generation of talent in the financial services industry.

Firm recognized in the areas of executive leadership and community impact.

Two executives and two initiatives were named finalists in a year that featured a record-setting number of submissions

Megan Bynum and Chris Janota have been named 2022 InvestmentNews 40 Under 40 honorees.

Andrea Shafer has been named a 2022 InvestmentNews 40 Under 40 honoree.

Cambridge is proud to announce a partnership with Spire Outsourcing (Spire) to bring outsourced financial planning services to its 3,800-plus financial professionals.

Cambridge is pleased to welcome Nicole Johnson to the firm as Vice President of Business Development. In this role, Johnson assists in building and executing recruiting campaigns, while fostering and maintaining relationships with third-party recruiting firms, enterprises, and branch building offices.

Cambridge is pleased to announce the recipients of the ninth annual Jim Guy Memorial Scholarship. Each year the program honors the legacy of former Cambridge executive Jim Guy by awarding two $1,000 educational scholarships.

Cambridge financial professional selected for her ability to inspire others from diverse backgrounds to succeed in the financial advice profession

Cambridge Investment Research, Inc. (Cambridge) is proud to share Executive Vice President and Chief Marketing Officer Jeff Vivacqua has been elected to a new two-year term as Vice-Chair on Invest in Others Charitable Foundation (IiO) Board of Directors.

Cambridge leaders attended the groundbreaking of the Cambridge Little Achievers Center, a new 14,000-square-foot facility coming to Fairfield, Iowa early next year.

Industry leaders unite to bring local advisory and fiduciary services to communities nationwide

Cambridge has promoted Lindsay Haskins to Vice President of Public Relations and Creative Marketing. In this role, she works collaboratively with senior leaders across Cambridge’s marketing teams to elevate the firm’s competitive position as an industry leader and increase its overall visibility and engagement across the business landscape.

Cambridge has promoted Sarah Berner to Vice President of Operations. In this role, Berner works with Cambridge leaders and business partners to support the firm’s service vision and drive optimal operating efficiency.

Cambridge is proud to announce the firm has been named a recipient of the 2022 Top Workplace USA award, issued by Energage, an independent research organization.

A new ‘centerpiece’ is taking center stage in Fairfield. The Jordan Thomas Foundation (JTF) billboard on Highway 34, west of Fairfield is causing quite the stir as it’s the foundation’s first appearance in southeast Iowa.

Cambridge Investment Research, Inc. (Cambridge) is proud to announce President and CEO Amy Webber has been elected to serve on the Financial Services Institute (FSI) 2022 Board of Directors.

Cambridge congratulates Von D. Cook II of Client Centric Advisors on being elected to serve on the Financial Services Institute (FSI) 2022 Board of Directors.

Cambridge’s ninth annual Jim Guy Memorial Scholarship program is now open and accepting applications through February 23, 2022.

Cambridge financial professional honored for commitment to diversity, equity, and inclusion

Cambridge has promoted Kristy Quinn to Vice President of Operations. In this role, Quinn works with Cambridge’s leaders and business partners to drive optimal operating efficiency while supporting the firm’s service vision.

Cambridge, among the leading financial solutions firms, and Skience, a leading financial services solution and consulting provider, announced today Cambridge has selected Skience as a partner in its journey to enhance the firm’s comprehensive digital business environment, CLIC®

Cambridge is proud to be named a Top Workplace in Iowa for the 11th consecutive year. Cambridge was recognized among large companies in Iowa that employ over 500 associates, and is one of just four organizations in the state to be recognized as a Top Workplace in Iowa every year since the award’s inception.

Cambridge is proud to announce Executive Vice President and Chief Technology Officer Nick Graham was named the CTO of the Year at WealthManagement.com’s 2021 Industry Awards, which were held at the Ziegfeld Ballroom in New York City on September 9.

Cambridge Founder and Executive Chairman Eric Schwartz was recognized in the inaugural ThinkAdvisor LUMINARIES Class of 2021, in the category of Executive Leadership. 

Cambridge is proud to share that President and CEO Amy Webber was recognized in the inaugural ThinkAdvisor LUMINARIES Class of 2021.

Cambridge is proud to be recognized in the inaugural ThinkAdvisor LUMINARIES Class of 2021 Awards. Cambridge was recognized as a firm in the categories of Thought Leadership and Education, and Executive Leadership.

Cambridge’s The Next Step® internship program is wrapping up another successful summer. The Next Step summer internship program, now in its 10th consecutive year, was designed to develop the next generation of talent in the financial services industry.

Cambridge has promoted Valarie Vest to First Vice President of Fiduciary Services and Portfolio Management Office. In this role, she continues to lead the Fiduciary Services department to develop and implement services and solutions for Cambridge’s independent financial professionals to help them grow their advisory and retirement assets.

Cambridge, a leading financial solutions firm, and Atlas Point, an innovate technology solutions firm offering services for financial professionals, announced a partnership to provide Financial Virtues™ to Cambridge financial professionals.

Cambridge congratulates Executive Vice President and Chief Technology Officer Nick Graham on being named a finalist for CTO of the Year by WealthManagement.com for the publication’s 2021 Industry Awards.

Cambridge is pleased to announce the recipients of the eighth annual Jim Guy Memorial Scholarship.

Cambridge has promoted Chad George to Vice President of Business Consulting. In this role, George collaboratively leads the Cambridge Source Team and manages all aspects of the firm’s business consulting programs, including the design, creation, implementation, and maintenance of its key initiatives.

Cambridge has promoted Larry Casey to Vice President of Technology. In this role, he leads the Software Development, Quality Assurance, Architecture, Scrum, and Product Management Teams, providing collaborative communication contributing to the successful implementation and delivery of business models into actionable technology strategy to drive business results for the firm.

Cambridge is excited to announce that the firm has received the inaugural 2021 Top Workplace USA award. This award is built on the program’s 14-year history surveying more than 20 million employees across 54 markets for the regional Top Workplaces awards.

Cambridge is honored to be recognized as a Tier Four Trail Guide – Leadership Achievement recipient by the Iowa Recognition for Performance Excellence (IRPE) judges and the Iowa Quality Center Board of Directors for 2020.

Cambridge is pleased to introduce the Cambridge Diversity, Equality, and Inclusion Advisory Council of financial professionals as an integral part of the Cambridge Diversity, Equality, and Inclusion Committee that was formally launched in early 2020.

As an extension of the firm's main campus, Cambridge, a leading financial solutions firm, has announced the opening of a new office space located in Phoenix, Arizona.

Cambridge’s eighth annual Jim Guy Memorial Scholarship program is now open and accepting applications through February 15, 2021.

Cambridge is pleased to announce that Executive Vice President and Chief Fiduciary Service Officer, Colleen Bell has been recognized as InvestmentNews 2020 Women to Watch honoree.

Cambridge congratulates independent financial professional Aprilyn Chavez Geissler for being recognized as InvestmentNews 2020 Women to Watch honoree.

Cambridge congratulates independent financial professional Kelly Carlson for being recognized to the National Association of Plan Advisors (NAPA) Top Women Advisors list. This year 115 women made the list from more than 550 nominations submitted by NAPA Firm Partners.

AdvicePay, the leading fee-payment-processing platform designed exclusively for financial professionals, and Cambridge, a leading financial solutions firm, announced today a fee-for-service technology partnership to enhance and expand Cambridge’s alternative pricing models, providing financial professionals with flexible solutions as they integrate planning in their practices.

Cambridge would like to congratulate independent financial professionals Lisa Sappenfield Boyer and Kelly Hoff on qualifying for the 2020 Women in Insurance and Financial Services (WIFS) Circle of Excellence.

Cambridge congratulates independent financial professional Thom Freismuth of HUB International for being named a 2020 Financial Times Top 401 Retirement Plan Adviser for the third consecutive year.

Cambridge is thrilled to welcome FCG Advisors as new members to the Cambridge Nation family. The enterprise organization, led by John Combias, Thomas Holevas, and Christopher Glatz, joined Cambridge in September.

Cambridge is pleased to welcome Tammy Robbins to the firm as Executive Vice President, Business Development and Chief Business Development Officer. In this role, Robbins is responsible for the executive oversight of the Business Development Department and providing recruiting guidance and support for Cambridge’s independent branch managers across the country.

Cambridge recognizes independent financial professionals – Denny Gustin-Piazza, Jimmy Williams, and Shane Westhoelter – as the 2020 Spirit of Cambridge Award honorees.

Cambridge welcomes Daniel Wright to the firm as First Vice President, Compliance and Chief Compliance Officer. In this role, Wright provides compliance oversight for Cambridge’s broker-dealer activities while identifying and working to mitigate potential risks for the firm and its independent financial professionals.

Cambridge is proud to be a Top Workplace1 in Iowa for the 10th consecutive year. Sponsored by The Des Moines Register, the 2020 Top Workplaces award ranked Cambridge seventh among the large companies that employ more than 500 associates.

Cambridge, among the leading financial solutions firms, and INVENT.us, an innovative cloud technology and consulting firm, announced today that Cambridge has selected INVENT.us and its consulting arm, INVENT Elite, to reimagine and redesign Cambridge’s financial professional experience through its comprehensive CLIC digital business environment.

Cambridge has promoted Lizzie Warner to vice president of Business Development. In this role, she oversees the Internal Recruiting, Strategic Projects, and Transition Teams. Additionally, Warner provides collaborative oversight for Cambridge’s recruiting and business development efforts.

Cambridge is honored to be recognized Broker-Dealer of the Year1 in 2020 by Investment Advisor magazine. Cambridge is the only firm to achieve this recognition 13 times, making it the most honored firm in the history of this award – driven by the satisfaction ratings of independent financial professionals.

Cambridge congratulates Kevin Whiteford, president and founder of Whiteford Wealth Management, Inc., Whiteford Tax & Financial Ltd., and Whiteford Properties Inc., who was recently named to the inaugural Financial Services Institute (FSI) Advocacy Circle of Excellence.

Cambridge is pleased to announce Executive Vice President and Chief Technology Officer Nick Graham has been named to the inaugural Financial Services Institute (FSI) Advocacy Circle of Excellence.

Cambridge congratulates Executive Vice President and Chief Technology Officer Nick Graham on being named as a finalist for CTO of the Year by WealthManagement.com in the publication’s 2020 Industry Awards.

Cambridge is pleased to announce the recipients of the seventh annual Jim Guy Memorial Scholarship. Each year the program honors the legacy of former Cambridge executive Jim Guy by awarding two $1,000 educational scholarships.

Amy Webber, Cambridge’s President and CEO has been named  to Investment Advisor magazine’s 2020 list of the 25 most influential people in the industry for the sixth time, also receiving this award in 2019, 2018, 2017, 2014, and 2012.

Cambridge is actively preparing a remote-based approach for The Next Step® summer internship program which begins in a few weeks.

Cambridge’s chief technology officer, Nick Graham, has been named an Executive Vice President and new member of Cambridge’s board of directors.