Take Control in a Consolidating Industry

Driven largely by private equity, broker-dealers and RIAs are merging, restructuring, and consolidating at record speed.

Advisors caught in the middle are often left grappling with changing priorities from their new firm, an entirely different culture that they may not align with, and less control over how they run their business and serve their clients.

Although they’ve become increasingly rare, truly independent firms offer something different: stability, clarity, and the ability to grow without business disruption. A safe haven from consolidation.

Download our latest case study to see how two advisors — Greg Raines of TAG Advisors¹ and Monte Ferguson of Pivotal Financial¹ — managed to escape the consolidation chaos and build strong businesses by partnering with Cambridge, a firm that has remained independent and internally controlled for more than 45 years.²

Inside, you’ll learn:

• How industry consolidation is impacting advisors today
• Why stability can be found, but only at truly independent firms
• Real-world results from advisors who partnered with Cambridge

Download the case study and protect your business from consolidation.

¹Cambridge is not affiliated with TAG Advisors and Pivotal Financial

²Cambridge and its predecessor broker-dealer