Join CW
What’s Your Plan?
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...
The Female Investing Client – Wealth: Control and Influence by Women
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...
Who Is Cambridge
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;...
The Female Advisor
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...
Can’t take it anymore??
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...
They probably say that to all the girls!
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...
It’s a man’s world—at least that is what we let them think!
Did you know that women represent 50.8% of the population according to the U.S Census Bureau, but only 15.7% of the financial advisor headcount? In March 2019, the Cambridge Community of Women met in Dallas to further the impact of dynamic women professionals in the...