LPL Adds $1.6B Conte Wealth Advisors From Cambridge

August 25, 2026

Cambridge Recruits 189 Advisers, $6.8B in Assets in First Half 2026

August 11, 2026

Cambridge Recruits 189 Advisers, $6.8B in Assets in First Half 2026

July 11, 2026

FINRA Suspends Cambridge Rep Over Concealed Investment Referral Arrangement

June 12, 2026

Cambridge Pays $389K Restitution, $200K FINRA Fine in Reg BI UIT Case

May 4, 2026

Cambridge Broker-Dealer Acquires $800 Million WealthPlanners

March 26, 2026

Cambridge Appoints Cody Phelps as First VP of Strategic Acquisitions

March 3, 2026

Cambridge Takes Minority Stake in AmeriFlex to Boost Succession Planning Platform

January 6, 2026

Georgia-Based, $1B-Asset Dempsey Lord Smith Joins Cambridge Broker-Dealer

November 24, 2025

AmeriFlex Hybrid RIA Adds $354M Ex-Osaic Team

September 29, 2025

$12 Billion AmeriFlex Hybrid RIA Joins Cambridge From Osaic

June 28, 2025

SEC Fines Cambridge RIA $15 Million for Nondisclosure, Breaching Fiduciary Duty

March 21, 2025

Commonwealth Adds $320 Million-Asset Firm, Formerly With Cambridge

February 4, 2025

SEC Fines 16 Firms $81 Million Over Off-Channel Communications

February 12, 2024

Cambridge Hires Two Senior Vice Presidents

November 9, 2023

SEC Charges Cambridge with Failing to Disclose Conflicts over Mutual Fund Selection

March 3, 2022

FINRA Bars Former Cambridge Broker for Misusing Client Funds

May 6, 2019

LPL Recruits $520 Million Firm from Cambridge

October 22, 2018

Securities America Adds $222 Million Insurance Group to Its Platform

June 28, 2018