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Partnership
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Independent financial advisor Steve Sanson talks about his partnership with his broker-dealer.
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Choice
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First Executive Vice President and CMO Jim Guy discusses the importance of choice to independent financial advisors.
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Values
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89 views
Independent financial advisor Bob Pugliese shares his thoughts on the values of Cambridge Investment Research, Inc.
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Flexibility
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122 views
President and COO Amy Webber shares what she believes to be the biggest differentiator for Cambridge Investment Research, Inc. - its commitment to flexibility.
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Fee-Based
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Independent financial advisor Dave Petso shares his thoughts on being a fee-based advisor at Cambridge Investment Research, Inc.
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Hybrid
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Founder and CEO Eric Schwartz on 20 years of the hybrid model at Cambridge Investment Research, Inc.
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New Platforms
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70 views
Independent financial advisor Steve Przewlocki shares his experience on creating new platforms with Cambridge Investment Research, Inc.
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Stability
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28 views
First Executive Vice President, CMO Jim Guy discusses the stability of Cambridge Investment Research, Inc.
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Service
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54 views
President and COO Amy Webber on the level of service provided by Cambridge Investment Research, Inc.
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Independence
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37 views
Independent financial advisor Shane Westhoelter on independence.
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