White papers and reports by Cambridge
InvestmentNews presents the latest and most targeted thought leadership for the financial industry.
Learn about our efforts to encourage more women professionals to engage in the advice industry, helping more women move into leadership roles, and empowering more women to seize opportunity and thrive.
November 22, 2019
At Cambridge, we understand the importance of planning for the future. Whether that means joining an established firm as you grow your business or creating a plan to ensure the protection of your clients’ needs and the security of your mature business, Cambridge is prepared to guide you through the process.
July 24, 2019
Independent and objective advice for the investing client is best delivered by independent advisors and financial solutions firms with well-designed succession plans. Read our plan to learn more about why your independence is not for sale.
April 22, 2019
With assets, revenues and profits increasing significantly over the last decade, many RIA firms have been presented with the opportunity to scale their businesses, rapidly transform the structure and focus of their firms – and also re-shape their strategic plans for future growth. What will drive success over the next decade in the RIA industry? A range of individual factors will contribute to growth, but this white paper describes how building a focused organization – one that understands its unique strengths, value proposition and differentiators – will be the primary driver of success. In addition, this research provides actionable steps for investing in technology, people and client needs that will help drive growth for your practice.
December 17, 2018
Due diligence is key to selecting the broker-dealer and/or RIA that will best meet your needs, now and into the future. Learn more about the 10 factors that Cambridge believes you should include in your due diligence checklist.
February 01, 2018
New research from InvestmentNews and Cambridge Investment Research shows how advisers can take a new approach to fees, M&A and succession planning to help accelerate the value of their services – and ultimately their businesses.
September 15, 2017
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.
September 14, 2016
“The continued momentum behind the fees model is clear and increasing across the industry. At Cambridge, we continue to believe that the long-term goals for investing clients are often best served in fee-based programs, and a combination of fee and commission business is often the best model for advisors with an independent mindset.”
– Amy Webber, President, Cambridge
August 10, 2016
Many experts agree that fee business is an important approach to serving clients, and may one day dominate the industry. Cambridge’s Colleen Bell and Melissa Loner explain the momentum behind fee-based accounts in today’s market environment.
May 31, 2016
Many experts agree that fee business is an important approach to serving clients, and may one day dominate the industry. Cambridge’s Dan Sullivan and Colleen Bell explain the value of fee-based accounts in today’s market environment, focusing on positioning businesses for the long-term, creative dynamic portfolios, and developing deeper relationships.
February 08, 2016
Barry Schmidt, Cambridge First Vice President, Practice Management, details a new approach to practice management. The life management approach looks beyond strictly financial and business related objectives to help rep-advisers see the big picture and realize where they would ideally like to be in their life, not just their practice.
August 21, 2015
This is the third and final report in our “Future of Advice” series, and perhaps the most important as it takes on the subject of growth. In this paper, InvestmentNews Research went deep into our survey data on nearly 1,000 investors and more than 500 advisers to recommend Avenues for Growth.
January 08, 2015
As technology changes the way advisers and investors work, communicate and invest, the business and service models of advisory firms, like those of most industries before them, are beginning a radical evolution. This white paper, the second in the three-part Future of Advice series, covers how advisers are planning to develop and position their practices for future growth, and how they expect their business and service models to adapt to changing times.
October 14, 2014
Life management, not practice management.
August 22, 2014
The way individuals research and trade investments, communicate with advisers and benchmark their performance has been transformed—and their expectations are evolving in a way that could create exciting new opportunities for advisers. This white paper, authored by InvestmentNews Research offers analysis on a survey of 1,000 individual investors and provides insights into the business models and services for the next generation of clients.
August 13, 2014
Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.Yes, show me how to whitelist investmentnews.com