Cambridge Investment Research, Inc.’s Post

How is Buckingham’s approach to investing different than other firms? Our Chief Investment Officer Kevin Grogan, CFA, CFP® shares how we create diversified portfolios based on an evidence-driven approach generated from the latest academic journals. Learn more how our financial services are built to help our clients thrive in every stage of life. https://lnkd.in/e5mviSp6

Discover three key reasons why co-investments may offer compelling value today and some important keys to success in this complex area of investing. Read more in Cambridge Associates' latest piece: https://ow.ly/CB8750StPpm

Discover three key reasons why co-investments may offer compelling value today and some important keys to success in this complex area of investing. Read more in Cambridge Associates' latest piece: https://ow.ly/2RN850SrN76

In the latest Clearwater Growth blog, we answer some on the most common questions surrounding minority PE. We explain how minority PE investment actually works, address a variety of misconceptions, and take a look at some of our recent work.

📣 Transitioning to a new broker-dealer or registered investment adviser is a big decision. But it doesn’t have to be a big hassle. Building your book of business took years of hard work, and a smooth transition is critical to your continued success. Cambridge Investment Research, Inc. gives you the confidence to make a move and the freedom to choose the business model, investment products, and technology options that best serve you and your clients. 🤝 Hear from one of our financial advisors, Andi Kang, about her awesome transition experience with the Cambridge Transition Team beside her. 🙌 #financialadvisor #financialadvisors #joincambridge

If there's anyone that follows in the footsteps of Warren Buffett, I'd say it's probably Seth Klarman. https://lnkd.in/gbG5wqFG #Finance #Investment #Investing #Management #Research

When it comes to being a #financialadvisor and setting your practice up for long-term success, one of the most important things you can have is a solid foundation. 🏛️ That foundation starts with your broker-dealer/RIA.  🚩If you see red flags in your current firm’s decision-making, it could be time to make a change.   Cambridge Investment Research, Inc. is here to give you the best opportunity to build your business while serving your clients with the flexibility and choice that is only available in a truly independent business model. 🦅 If you're concerned about the future of your broker-dealer/RIA in the wake of industry consolidation, I'd be happy to chat about how Cambridge can be a solid foundation for you.   ➡️Want to learn more? Read "The Pillars of True Independence" to discover more about our solid foundation for #financialadvisors like you: https://ow.ly/xNS550QSGt1

Is it wise to allocate 100% of your portfolio to fixed income? In this episode of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer, CFA shares why this strategy has recently gained popularity and the reasons why we don’t recommend this approach for most investors.

When we partner on your financial goals, you’re not only supported by Azalea Wealth Management, but an entire team of Ameriprise professional analysts. Watch the video to learn what a second level of professional research can mean for you.

Hear from Cambridge advisor Mike about his remarkable transition experience in the video below! At Cambridge Investment Research, Inc., we believe transitioning to a new broker-dealer/RIA should be a positive and rewarding experience. That’s why we have an experienced and caring Transition Team to guide advisors making the move through every step of the journey. #wealthmanagement #joincambridge #financialadvisor #cambridgeculture