Cambridge Launches Outsourced CFO Service

Cambridge Investment Research, Inc. , the Fairfield, Iowa-based independent broker/dealer, has launched an outsourced CFO offering to better support its advisors working with high-net-worth clients.

The broker/dealer will pair advisors with a seasoned CFO, via a partnership with Hero CFO, a subsidiary of Compass CFO Solutions, to provide the services.

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Top Stories of The Week

UPCOMING WEBINAR: Winning Growth Strategies for Advisors in 2024

Curious about scaling your practice in 2024? Please join experts from AssetMark as they discuss this year’s top trends and winning growth tactics with advisors. 

Tune in to unlock what growth-focused advisors are doing to optimize their business and stay ahead of the curve.

Thursday, April 18, 2024 | 4:30 PM ET

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PODCAST 🎙️

The WealthStack Podcast: Top Tactics for High-Growth Firms with Sara Baker

In this episode, Shannon Rosic , director of WealthStack content and solutions, speaks with Sara Baker, JD, LLM, president of Triad Partners, about the tactics high-growth firms are focusing on in order to succeed.

Shannon and Sara also discuss:

💡 Why refining service models could lead to growth

💡 The imperative role of technology in scaling operations and improving client experiences

💡 The critical distinction between growth and scale for firms

💡 How to balance innovation and tradition within an organization

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Wealth Management EDGE speaker announcement! 📢

In this session at Wealth Management EDGE, Don Friedman, CBDA, President, Digital Assets Council of Financial Professionals, will explore game-changing strategies such as shorting, assess cost and benefit analysis of fee structure, and track the timelines of this growth, to keep your portfolio one step ahead!

Register for EDGE now to hear his insights live in Florida!

Experts and visionaries, as well as leaders from some of the country's largest RIA firms, are coming together to deliver insights on practice management, WealthTech solutions and investment strategies.

Accelerate the growth of your firm by learning about the latest wealth management strategies from the brightest minds in the industry at RIA Edge (Part of Wealth Management EDGE) WealthStack (Part of Wealth Management EDGE) and Inside ETFs+ (Part of Wealth Management EDGE).

Are you ready for a more comprehensive event experience? EDGE provides you with not only the opportunity to learn from our speakers, but to engage with them as well. With pre-arranged meetups, roundtables and more, EDGE speakers will be available to connect with throughout the event.

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