FAIRFIELD, IA – June 6, 2024 — Cambridge, a leading independent financial solutions firm serving more than 3,800 financial professional across the country, has been named a finalist for six WealthManagement.com Industry Awards (“Wealthies”). Cambridge led the way with the most finalists, with selections ranging from its BridgePort Financial Solutions offering and Cambridge Stronger podcast to its Source Social Media Management service and Ignite ‘Giving Back’ initiative. Cambridge was also honored for its Retirement Plan Advisors (RPA) offering and The Next Step® internship program.
The Wealthies are a leading awards program in the financial services industry that honor outstanding achievements by companies, organizations, and individuals who are supporting the development and success of financial advisors around the country. More than 1,000 entries from over 400 companies were turned in1, the highest number of submissions ever received in the award’s 10-year history. Winners will be announced during a formal awards ceremony on September 5, 2024 in New York City.
Following is a list of the awards and categories in which Cambridge was recognized. The complete list of 2024 finalists can be viewed here.
BridgePort Financial Solutions | Advisor Support Platforms
Category: Advisor Support Platforms
Cambridge Stronger Podcast Series | Thought Leadership
Category: Broker-Dealers (1,000 Advisors or More)
Cambridge Source Social Media Management Service | Service
Category: Broker-Dealers (1,000 Advisors or More)
Ignite ‘Giving Back’ Initiative | Corporate Social Responsibility
Category: All Firms
The Next Step® Internship | Corporate Social Responsibility
Category: All Firms
Retirement Plan Advisors (RPA) Offering | Wealth and Retirement Integration
Category: Retirement Plan Support and Advisor Services (Broker-Dealers)
About Cambridge
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.
About WealthManagement.com
WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. Named 2021 Neal Award Winner as Best Media Brand For Overall Editorial Excellence, WealthManagement.com offers financial services organizations a broad array of marketing services designed to help them influence the industry’s leading audience of wealth management professionals.
Contact: Jeff Wulf, Senior Vice President, Cambridge: jeff.wulf@cir2.com or 800-777-6080
1WealthManagement.com, Wealthies Awards, 2024. Finalists are chosen based on nominations from industry peers. To learn about the award nomination and selection process, visit https://informaconnect.com/wealth-management-industry-awards/2024-finalists/
Media & PR Contacts
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.
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc.