A presentation from Eric Schwartz
The pace and velocity of change in the advice industry over the last 18 months has forced many advisers to rapidly re-evaluate their business strategies and outlooks. Regulatory, technology and investment pressures are re-shaping the business of advice – seemingly in realtime.
A Due Diligence Thought Paper
A benchmark of best practices for helping branches grow through recruiting
Change is never easy. The advice industry is being pummeled with change coming faster than ever before, and the pressure is coming from everywhere. At Cambridge, we believe we must support independent advisors in adapting their business models.