Cambridge Investment Research

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  IBD First Allied Taps TDAI’s Whitworth as Strategist for Business Consulting

  By Joyce Hanson, AdvisorOne  |  April 24, 2013

  The IBD First Allied Securities has hired Richard Whitworth of TDAI's practice management unit to be managing director of its Business Consulting Group.

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  Investment Advisor’s 2012 Broker-Dealers of the Year—Eric Schwartz: Video

  By John Sullivan, Investment Advisor  |  August 28, 2012

  Editor-in-Chief John Sullivan talks to the chairman and CEO of Cambridge Investment Research and Division IV winner of the 2012 Broker-Dealers of the Year about customizing solutions for advisors and the importance of culture in a firm’s success.

• Going Independent?

  By Nancy Miller  |  August 23, 2012

  Going independent? Already selected your new venue? Then you’ve already made some very big decisions about making a change and the kind of change you want.

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  Cambridge Women Advisors Panel Reveals ‘Secrets of the Rainmaker’

  By John Sullivan, AdvisorOne  |  July 20, 2012

  The panel of top women advisors touched upon secrets to success, juggling the life/work balance and smashing through possible glass ceilings.

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  Cambridge Deploys S.W.A.T. Team in Succession Planning Emergencies

  By John Sullivan, AdvisorOne  |  July 20, 2012

  Barry Schmidt, the vice president of practice management, takes a completely customized approach with coaching issues.

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  Amy Webber: The 2012 IA 25 Extended Profile

  By John Sullivan, AdvisorOne  |  April 25, 2012

  Anyone worried about the “next generation” (of advisors, leaders, teachers, whatever) should talk to Amy Webber.

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  The 2012 IA 25

  By Editorial Staff  |  April 24, 2012

  Some people ride a wave and some people, like the honorees of the 10th annual IA 25, create a wave.

• Independents' Optimism

  By Kathleen McBride, AdvisorOne  |  June 1, 2008

  Since the leaders of the Investment Advisor Broker/Dealers of the Year last met with the IA editorial team for an intense roundtable, in August 2007,...

• B/D News & Products

  By Staff Writer  |  February 1, 2008

  On January 8, James Cayne of Bear Stearns announced his plan to step down as CEO, effective immediately, though he will stay on as chairman...

• FSI Elects '08 Leaders

  By Janet Levaux, AdvisorOne  |  January 2, 2008

  The Atlanta-based Financial Services Institute, or FSI, says the industry group's board of directors has unanimously elected Brian Murphy, chairman of Woodbury Financial Services of Woodbury, Minn., a