Whitepapers, Insights, and Presentations
Protecting Elderly Clients from Financial Abuse
Five ways financial professionals can help shield elderly clients from financial exploitation.
Make the Most of Your Allyship
Five ways to become an effective ally and inspire change in your organization and community.
Promoting Financial Literacy in the African-American Community
Three steps financial professionals can take today to promote financial education and wellness.
Five Ways to Support Diversity and Inclusion in the Workplace
Tips for promoting a diverse and inclusive company culture.
Opportunities for Women in the Advice Industry
Learn why women are ideally suited to thrive in today’s wealth management environment.
Developing a Sustainable Plan for Purposeful Business Growth
Cambridge's flexible range of services aim to help you build a strong business plan.
ESG and Socially Responsible Investing Strategies
Cambridge offers several multi-asset and equity SMA strategies focused on ESG or socially responsible investing.
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.
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.
Considering a Break-up with Your Current RIA or Broker-Dealer?
Transition to 13-time Broker-Dealer of the Year honoree; a flexible financial solutions firm where your success comes first.
The Importance of Continuity Planning
Find out how critical it is to create a continuity plan for your business.
Six Steps to Succession Planning
Learn why succession planning doesn't have to be a hassle.
The Art and Science of a Deal: Your Guide to Acquiring a Practice
Take control of your next purchase with our acquisition guide.
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.
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.
40 Tips from 40 Years of Serving Independent Financial Professionals
Cambridge Founder, Eric Schwartz, takes you through his top 40 tips after 40 years.
Build Your Legacy with Cambridge
A Cambridge Whitepaper
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.
Never Transition Alone
Enjoy a next-level advisor transition experience at Cambridge.