Amy Webber had an earlier start in the wealth management industry than most can attest. As an 18-year-old student placed in a work study program for a small independent broker dealer based in Madison, Wisconsin, Webber admits it wasn’t originally where she wanted to spend her life.
“I realized, even as an 18-year-old, that this is a business about people,” Webber, CEO of Iowa based-Cambridge Investment Group, Inc., said. “While we deal with finance and numbers, the rewarding part of it was going to be helping people. I was helping the financial advisors that worked at the firm that I was with, and the rest is history.”
Since becoming Cambridge’s CEO, Webber has led Cambridge into one of the fastest-growing firms in the industry, ranking 10th in the industry by InvestmentNews in 2023. Webber’s commitment to advisors has also seen Cambridge grow over the past five years by 52 percent in all product line revenue, 70 percent in revenue from advisory fees and 53 percent in total collective revenue added by Cambridge advisors.
Her dedication to service and kindness has her being recognized as an InvestmentNews Awards 2024 Excellence Awardee, with the winners announced on June 20 at 583 Park Avenue, New York City in a glitzy, red carpet ceremony. Click here to register to attend.
“These kinds of things just always remind me that we've got an amazing opportunity in our industry,” Webber reflects of her nomination. “Not just to make a difference in lives, but to change and influence millions of households in this country, and to help them reach financial goals.”
Webber attests that Cambridge's core values of integrity, commitment, flexibility, and kindness drive “everything that we do.”
“With those core values and our culture, you can't be a great leader if you don't lead great people and surround yourself with a lot of talent and creativity."
Mayer Brown, GWG's law firm, agreed to pay $30 million to resolve conflict of interest claims.
Orion adds new model portfolios and SMAs under expanded JPMorgan tie-up, while eMoney boosts its planning software capabilities.
National survey of workers exposes widespread retirement planning challenges for Gen Z, Millennials, Gen X, and Boomers.
While the choice for advisors to "die at their desks" might been wise once upon a time, higher acquisition multiples and innovations in deal structures have created more immediate M&A opportunities.
A father-son pair has joined the firm's independent arm in Utah, while a quartet of planning advisors strengthen its employee channel in Louisiana.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
