Cambridge’s partnership program for advisers undergoes an overhaul
The old partnership program is being revamped, but some advisers claim they are being shortchanged.
Cambridge Investment Research Inc. is in the middle of radically overhauling a partnership program designed to provide advisers with capital for succession planning and acquisitions, but some advisers who pulled out of the partnership prior to the announced changes feel shortchanged.
A sister firm
Learn more about reprints and licensing for this article.