FAIRFIELD, IA – September 6, 2024 — Cambridge, a leading independent financial solutions firm serving 3,800 financial professionals across the country, won “Wealthies” awards in two categories at yesterday’s Wealth Management Industry Awards ceremony. Cambridge, which led the industry in finalists coming into the night, received awards for its Ignite ‘Giving Back’ Program (Corporate Social Responsibility) and Cambridge Stronger Podcast (Thought Leadership and Education) at the Ziegfeld Ballroom in New York City, where 92 awards were presented to 84 companies. Cambridge was one of only eight firms to win multiple awards.

Organized by WealthManagement.com, 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 advisors across 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. All winners were selected by a panel of 19 independent judges.

Below is a closer look at both Cambridge award winners. A complete list of 2024 winners is available here.

Cambridge Stronger Podcast Series | Thought Leadership and Education
Category: Broker-Dealers (1,000 Advisors or More)

Hosted by Cambridge CEO and Co-Chairman Amy Webber, the Cambridge Stronger podcast provides a unique platform for Cambridge advisors to discuss industry trends affecting the financial services industry, and offers thought leadership and guidance to those considering a career in the business. New episodes are released bi-weekly and feature topics including business building, growth strategies, technology, recruiting, industry trends, and more. The podcast is distributed nationally and available on Apple Podcasts/iTunes, Google Podcasts, iHeart Radio, Stitcher, and Spotify.

Ignite ‘Giving Back’ Initiative | Corporate Social Responsibility
Category: All Firms

The Ignite ‘Giving Back’ Program is a core philanthropic initiative at Cambridge. Every year leading into Ignite, the firm’s national conference, Cambridge partners with a nonprofit located in or around the host city and makes a donation to the organization using funds raised during the event. With help from advisors, associates, and partners, the program has raised more than $917,000 for nonprofits across the country, including nearly $80,000 in 2024 for Food for Thought, a nonprofit organization that works to eliminate child hunger in the Denver, Colorado area.

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

¹ WealthManagement.com, Wealthies Awards, 2024. Finalists and winners 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/