Cambridge Investment Research, Inc.

After 20 years of working in what many call the ‘captive environment’, Steve Howard decided he was ready to join the independent space. Now, as managing partner at Ohanesian / Lecours, Inc., Steve’s background continues to drive his team’s client-first approach to wealth management. Episode 212 of the #CambridgeStronger podcast is out now! 🎧 https://ow.ly/IWok50Sw2Y3

It’s #IndependenceDay. A great day to celebrate the freedoms we enjoy in the United States, including financial freedom. We hope you have a great time celebrating Independence Day with family and friends. Happy 4th of July from your friends at Cambridge! #FunFact – Did you know that today’s modern 50-star American Flag was designed by a 17-year-old high school student, Robert G. Heft, in 1959? It was chosen out of 1,500 submissions by President Dwight Eisenhower. #NowYouKnow

We're proud to be part of Grateful Giving's list of Most Giving Companies in Iowa! Giving back is an important part of our culture, and we're honored to be recognized alongside some incredible companies in the state of Iowa. 🤲 Learn how we're making a difference: https://ow.ly/EwLJ50SuIQ1

Baby Boomers, Gen X, Millennials, and now. . . Gen Z. Gen Z is becoming a bigger part of the investing landscape every day. As an advisor, what are some ways you can support these clients and cater to their penchant for a high-quality technology experience? In her article for InsuranceNewsNet, Cambridge CEO Amy Webber shared how advisors can leverage some of the latest tools in tech to build a strong digital presence and connect with this newest wave of investors. 👉 https://ow.ly/963K50StZnj

Nominate women who are leading well and impacting lives," says Colleen Bell, President of Innovation and Experience at Cambridge Investment Research, Inc.. Kay Lynn Mayhue, CFP®, AEP®, RFC®, President at Merit Financial Advisors, adds, "Nominate those who have risen to new levels and are doing things differently." The deadline for the Women to Watch Awards is fast approaching. Recognize outstanding women advisors making strides in the industry. Nominate by July 12! https://hubs.la/Q02DVlBT0 #WomenInFinance #Leadership #Finance #INW2W

Why wait for the actual Summer Olympics?! To celebrate our hard-working associates, we held our own Olympics — the Cambridge Summer Olympics — this week at our Fairfield and Phoenix office locations. Throughout the week, associates competed in quick games of foursquare, badminton, volleyball, and BINGO, and we wrapped it all up with our annual Summer Bash Wednesday evening. 🏸🏐⛳ Whether enjoying the outdoors or a baseball game, we had a great time getting together to celebrate Summer! #TeamCambridge #CambridgeCulture

Hard to believe it's been a week since the InvestmentNews Awards Ceremony in NYC! Congratulations again to the following advisors who were named Advisor of the Year in their respective regions: * Divam Mehta — Southeast Region * James Wessels, CPA/PFS, CFA — Midwest Region * Wanda Delgado, CFP® — West Region Proud to partner with advisors like these who continue to lead our industry forward! Learn more about all three: https://ow.ly/4jLN50SqqjC #TeamCambridge #INAwardsUS

RPM session No. 2 is in the books! Our Real Practice Management (RPM) program is all about supporting the growth of our advisors, and we had a great time doing just that at this week’s RPM workshop in Aurora, Colorado. With the theme of this session focused on Office Efficiencies and Technology, we shared some of the latest tools and strategies impacting financial services and how advisors can leverage them to become more efficient across the board. Additional breakouts and brainstorming sessions gave our advisors a chance to map out practical takeaways for their business. Thanks to our incredible RPM coaches for leading a productive workshop! Looking forward to getting together with this group again for our final RPM session in October! #CambridgeRPM #TeamCambridge

After years of working for financial firms, Shari Rash, of Greenway Wealth Advisory, had a desire for independence; she was ready to build her business her way. Now, Shari continues navigating the landscape with one mission in mind – making money uncomplicated. Follow the link below to listen now! https://ow.ly/CbQJ50Snz7z #CambridgeStronger

We had a great time celebrating so many outstanding firms and individuals making a difference in our industry. Thank you InvestmentNews for another amazing event! #INAwardsUS