Cambridge Rebounds After Death of Key Executive
During a wide-ranging discussion at its Premier Club Conference in Colorado, CEO Eric Schwartz and President Amy Webber talked about the loss and how the firm is handling it.
Cambridge CEO Schwartz: What His Firm, Other Advisors Must Do to Stay Successful
Despite the scenic Colorado view, the meeting began on a somber note as CEO Eric Schwartz eulogized marketing and recruiting head Jim Guy, who died April 5.
5 IBDs That Changed the Game
What makes these independent broker-dealers “important?” They break new ground, making IBDs an increasingly viable alternative for advisors.
For Cambridge Investment Research, Technology Is Center Stage
If you’re looking for the perfect technology coming-of-age story (and who isn’t?), Cambridge Investment Research just might have it.
Investment Advisor’s 2012 Broker-Dealers of the Year—Eric Schwartz: Video
Editor-in-Chief John Sullivan talks to the chairman and CEO of Cambridge Investment Research and Division IV winner of the 2012 Broker-Dealers of the Year about customizing solutions for advisors and the importance of culture in a firm’s success.
2012 Broker-Dealers of the Year—Slideshow
There are some familiar faces and a new contender among the 2012 winners.
The Human Touch in Action
First, let me state up front: I am no Luddite.
To Serve and Protect: The 2012 Broker-Dealers of the Year
The winners of Investment Advisor's 22nd annual Broker-Dealers of the Year share the best practices that got them to the top.
New Hire Roundup: Feldman Named Gold Bullion CEO
This week in new hires, Steven Feldman was named CEO and Eric Schwartz was made chairman of the board at Gold Bullion International, and United Capital brought in three new management team members.
Jefferson National Acquired by Management, Private Equity
Jefferson National Financial, one of the first companies to develop a flat-fee variable annuity for the RIA space, announced Tuesday that it had completed a management buyout.