by saratyler | Aug 16, 2019 | Featured
You may not have noticed, but in the April 10, 2019 issue of the Wall Street Journal, Charles Schwab announced that they are now offering Financial Planning on a subscription basis for $35 per month and no charge for investments. What is your business value...
by saratyler | Jun 3, 2019 | Featured
Today, the U.S. population is currently 51% women which has remained consistent since the mid-2000s. The opportunity for serving women lies in the projected wealth transfer over the next 30 years. Women are projected to inherit between $42T and $110T – and these women...
by saratyler | Jun 3, 2019 | Featured
Cambridge Investment Group, Inc. is a privately controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge’s national reach includes Cambridge Investment Research Advisors, Inc. – a large corporate RIA;...
by saratyler | Jun 3, 2019 | Featured
While women make up more than half of the U.S. population (51%), less than 20 percent of the industry’s financial professionals are female. This under-representation in the financial services space is not new as the numbers have not changed much over the last couple...
by saratyler | Apr 15, 2019 | Featured
They say a woman’s work is never done. If you are a woman advisor, this is especially true if the organization with which you are working makes it a challenge for you to do business. You know the drill, if it is not compliance it is operations. If not operations it is...
by saratyler | Apr 15, 2019 | Featured
Have you ever received an email from a broker dealer about their culture and women, and wonder if they really see you as a person? I did. I was a skeptic before I joined Cambridge. And it was a big deal to me – as an OSJ representing a group ready to move with...
