Cambridge Investment Research, Inc.

Exciting insights from Cambridge First Vice President and Chief Information Officer, Larry Casey, in Digital Wealth News on the latest cybersecurity trends following Cybersecurity Awareness Month! As threats evolve, so must our strategies. From AI-driven defenses to enhanced employee training, it’s crucial to stay ahead of the curve. Follow the link below to read more. https://ow.ly/XqaK50U1JRR #Cambridge #Cybersecurity

Join Kelly Cartier of Cartier Financial as she shares her firsthand experience navigating the aftermath of Hurricanes Helene & Milton. Learn vital prep tips and hear powerful stories of community resilience! Don’t miss this essential episode—tune in now and empower yourself for the unexpected! https://ow.ly/3mUk50TZRmB #CambridgeStronger

Double the fun this Halloween with tricks AND treats! 🎃 Our Fairfield and Phoenix locations brought the Halloween spirit to work today as our associates showed off their spookiest costumes. Families even joined in on the fun at the end of the day! It's been a day filled with sweets, treats, and plenty of Halloween spirit. Wishing you all a safe and Happy Halloween night! #HappyHalloween

We are grateful for Cambridge Investment Research, Inc. continued commitment to our Partner for Excellence and Ambassador Circle programs. Under the leadership of CEO and Co-Chairman Amy Webber — one of just two female CEOs in Financial Planning’s list of the 15 largest independent brokerages — Cambridge remains a premier destination for women advisors. The firm’s Community of Women (CCW) program supports and empowers women by offering exclusive calls, educational events, and year-round networking opportunities. Cambridge’s commitment to supporting women extends to thought leadership. Check out their whitepaper ‘A New Age of Investing: Where Women are Rising’ to discover valuable strategies for connecting with women investors. #Cambridge

Cambridge has promoted Sam Nosbisch to Vice President, Product Delivery. Nosbisch, who joined Cambridge in 2012 and has more than 25 years of leadership experience, will oversee all areas of Cambridge’s product lifecycle while working with senior leaders to develop innovative delivery strategies. Learn more about Sam and his new role here: https://ow.ly/63eU50TXn9S

When our Community Engagement Committee dedicated the month of October to volunteer efforts, our associates said, "game on." From the African Violet Foundation in Fairfield to the Ronald McDonald House Charities of Central and Northern Arizona, and everywhere in between, our associates proved that every day is a great day to give back and make a difference. 🙏 Thank you to all associates who participated, and a special shoutout to the Community Engagement Committee for setting the bar! #CambridgeCares

Nearly 50% of advisors have improved their firm's operational efficiency by using AI, according to a recent survey from NVIDIA. If you haven't started integrating AI into your day-to-day functions, now is the perfect time to get started. And we have a few tips to help you get the ball rolling! Our own Erica Molina CFP (R) joined a Women In Insurance & Financial Services webinar hosted by Aprilyn Chavez Geissler LACP to share how advisors can begin to implement AI into their processes and open up more time in their schedules. Watch it here: https://lnkd.in/g6KMmk-p

For nearly 45 years, Cambridge Investment Research, Inc. has put independent advisors in position to build Something Wonderful all their own. Discover the support, resources, and flexibility to serve your clients with excellence, grow your business, and reach your full potential. ⭐ Learn more about Cambridge and start your journey toward something truly wonderful. #CambridgeNation

Another successful week in the books! Our Real Practice Management (RPM) event in beautiful Nashville, Tennessee was a hit. Huge shoutout to all the financial professionals who attended and soaked up knowledge from our amazing Practice Management Team! Curious about what our RPM program at Cambridge is all about? Click the link below to dive deeper into this game-changing opportunity. 👇 https://ow.ly/iyvC50Q8VQW

Cambridge has promoted Sarah Berner to First Vice President, Service Experience. With more than 20 years of industry experience, Sarah will collaborate with leaders across the firm to enhance operating efficiency and support Cambridge’s overall service excellence vision. Learn more about Sarah and her responsibilities here 👉 https://ow.ly/u3Ug50TQU5X