News
Cambridge Hires Moody's Executive to Lead Bridge Port RIA
18+ hour, 21+ min ago (362+ words) Clara Sierra replaces Eddie Rollins, who retired after leading Bridge Port for a little over two years. Bridge Port Financial Solutions, the registered investment advisor launched by Cambridge Investment Research in 2024, has hired Clara Sierra as managing director to lead…...
Cambridge Launches Fifth Model With Acquisition of Wealth Planners
1+ mon, 1+ week ago (242+ words) Wealth Planners joins a group of existing employee advisors at the broker/dealer to create Cambridge Wealth Planners, with $1 billion in client assets. Cambridge Investment Research, an independent broker/dealer based in Fairfield, Iowa, has introduced a new business model…...