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As the industry’s leading custodian for independent registered investment advisors (RIAs), Schwab Advisor Services is dedicated to helping advisors achieve their business goals. For over 30 years we have supported firms of all types and sizes and earned the trust of over 13,000 advisors.
Schwab Advisor Services serves independent investment advisors and includes the custody, trading, and support services of Schwab.
Commonwealth Financial Network®, a national firm dedicated to providing advisor-focused business solutions, recognizes the strength in its community of women advisors and is committed to creating a space where all feel supported, valued, and empowered, as well as providing the tools to elevate their success. Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California.
Cambridge Investment Group, Inc. is a privately-controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge is also a national corporation with a registered investment adviser as well as an industry leading independent broker-dealer. Cambridge offers a broad range of choices regarding advisor-focused financial solutions: succession and acquisition financial lending plus business technology expertise; advice solutions for both asset management and financial planning with portfolio overlay management; platform choices comprised of a corporate RIA or independent RIA for dual registration or fee only business models; a full spectrum of middle office services designed for solo/ensembles, branches, and super branches; as well as outsource services centered on independent advisor firms, including business consulting, client marketing, and office assistance, as well as insurance services. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately-controlled independent broker-dealers in the country. Overall, Cambridge supports over 3,000 independent financial professionals nationwide who serve their thousands of clients as registered representatives and investment advisor representatives, choosing to use either Cambridge’s firm Registered Investment Adviser or their own.
Impax is a specialist asset manager investing in the opportunities arising from the transition to a more sustainable global economy. Impax believes that capital markets will be shaped profoundly by global sustainability challenges, including climate change, pollution and essential investments in human capital, infrastructure and resource efficiency. These trends will drive growth for well-positioned companies and create risks for those unable or unwilling to adapt. The company seeks to invest in higher quality companies with strong business models that demonstrate sound management of risk. Impax offers a well-rounded suite of investment solutions spanning multiple asset classes seeking strong risk-adjusted returns over the medium to long term.
At The American College Center for Women in Financial Services, we pride ourselves on having excellent research that not only provides great insights into the industry, but with that research, we advance, promote and empower women to excel in the industry. Women working in financial services face unique challenges – challenges easier to overcome with support from other women. Welcome to a safe space built exclusively by women for women working in wealth.
We invite you to get to know your “neighbors” and develop meaningful connections with other women across the industry. Our online community is a private forum inaccessible to the public and protected behind a firewall, so you can feel free to come as you are. Ask questions, share experiences, and impart your wisdom – together, we can inspire, mentor, uncover solutions, and identify opportunities for gender parity in financial services.
Our mission at InvestmentNews is to be the leading source of news, analysis, and insights for financial advisors and wealth-management professionals. We are dedicated to providing timely and accurate information that helps our audience make informed decisions, stay ahead of industry trends and grow their businesses.
We proudly maintain the highest standards of journalistic and editorial integrity, and we are dedicated to fostering a community of knowledge-sharing and collaboration among our readers and contributors. Our goal is to be a trusted and indispensable resource for the financial services industry, delivering value and innovation through our news coverage, research, events, and multimedia platforms.
Above all, we are passionate about empowering financial advisors and helping them succeed in serving their clients and achieving their business objectives. InvestmentNews strives every day to be a catalyst for growth and positive change in the wealth management industry and to inspire the next generation of financial advisors.
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