The firm is working with independent financial advisors on the customized fiduciary plans each advisor needs to have in place to continue to best serve their investing clients while meeting regulatory requirements.
Fairfield, IA – November 1, 2016 – Cambridge announced it will continue supporting both fee-based and commission-based retirement accounts for independent financial advisors and their investing clients. Since the new DOL rule was announced last April, Cambridge has been focused on a comprehensive fiduciary plan designed to recognize changing regulation. The independent broker-dealer is in the final stages of building out the processes and tools designed to provide… (continue reading).
Should you have questions, or concerns please contact JA Counter, New Richmond, Wisconsin at 715.246.3811.