How Cambridge Makes a Difference for Its Community and Clients

Think Advisor recognized Cambridge Investment Research as part of the LUMINARIES Class of 2022, specifically in the categories of executive leadership and community impact. In this podcast, CEO Amy Webber and Colleen Bell, President for Innovation and Experience, discuss charitable giving as well as how digital transformation continues to reshape the industry. 

Three Key Takeaways:

• Throughout the year, CEO Amy Webber, her executive team and the company as a whole work to make a positive difference in Cambridge’s local community through charitable giving.
• Digital transformation continues to have a far-reaching impact on financial professionals and their clients and the last two years have only accelerated those changes.
• Webber and Bell find that the best ideas come from the company’s financial professional customers and this, in turn, creates a better experience for investors and their families.