Acquisition demonstrates Cambridge's ongoing commitment to advisor succession planning, including serving as a buyer in support of long-term continuity FAIRFIELD, Iowa., March 26, 2026 /PRNewswire/ -- ...

For a profession that prides itself on crunching numbers, analyzing data and creating complex financial strategies, financial advisors often fall far short when it comes to planning for their own ...

Forbes contributors publish independent expert analyses and insights. Lien De Pau, founder of The Big Exit. Sell your biz for max value. Just like preparing a house for sale, your business needs to be ...

Cambridge Investment Research has taken another step to strengthen its advisor succession framework, acquiring WealthPlanners, LLC as part of its ongoing push to support long-term business continuity.

Every company has dependencies that quietly support its balance sheet. As a result, a single point of failure can take many forms: a key employee who holds client relationships, a supplier that ...