Cambridge Investment Research

Invest in Others Charitable Foundation Names Financial Services Veteran Jeff Vivacqua as Chairman of the Board of Directors

Retrieved on: 
Tuesday, March 19, 2024
Cambridge Investment Research, Research, Business consultant, IiO, Chair, Development, LPL, Marketing, Adviser, MSC, Advisor Group, FINRA, Management

Mr. Vivacqua succeeded John Hyland in this role during the March 8th Invest in Others Board of Directors meeting in Boston.

Key Points: 
  • Mr. Vivacqua succeeded John Hyland in this role during the March 8th Invest in Others Board of Directors meeting in Boston.
  • "John has been an instrumental and an unwavering board member for over ten years," said Mr. Vivacqua.
  • "I am honored to chair this incredibly talented Board of Directors at Invest in Others," added Mr. Vivacqua.
  • "Jeff's appointment as chairman marks an exciting new chapter for Invest in Others," said R. Barkley Payne, Executive Director of the Invest in Others Charitable Foundation.

Kathryn Duclo joins Cetera Advisor Networks

Retrieved on: 
Thursday, December 7, 2023
LOS, Research, 1,000,000, Joseph Duclos, Cambridge Investment Research, Cetera Financial Group, Financial adviser, Cetara

LOS ANGELES, Dec. 7, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced today that Kathryn Duclo, LUTCF, has joined Cetera Advisor Networks via BAR Financial, LLC. Based outside San Francisco, Calif., Duclo is an experienced financial advisor who was previously affiliated with Cambridge Investment Research, Inc. She provides comprehensive financial planning and investment advice to clients and had approximately $47 million in assets under administration* as of Aug. 22, 2023.

Key Points: 
  • Advisor with 25 years' experience joins BAR Financial from Cambridge Investment Research, Inc.
    LOS ANGELES, Dec. 7, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced today that Kathryn Duclo, LUTCF, has joined Cetera Advisor Networks via BAR Financial, LLC.
  • "Partners Eric Huck, Anthony Tarantino and I couldn't be more pleased to welcome Kathryn both to BAR Financial and Cetera Advisor Networks," said BAR Financial Partner John Brackett.
  • Before then, the firm operated independently as a region within Cetera Advisor Networks.
  • Click here for more information about BAR Financial and click here for more information about Cetera Advisor Networks.

Asset-Map Announces Agenda and Charitable Beneficiaries for 4th Annual AdviceTech.LIVE Event

Retrieved on: 
Thursday, September 21, 2023
Technology, Insurance, Finance, Fintech, Banking, Professional Services, Software, Philanthropy, Asset Management, Other Philanthropy, Kraken, FP, CFP, Cambridge Investment Research, Student, Leukemia & Lymphoma Society, Envestnet, Pathfinder, Nitrogen, Research, Leukemia, Memory, Chfc, Financial adviser

Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced the agenda and benefactors for AdviceTech.LIVE 2023, its fourth annual industry crowd-sourced virtual showcase.

Key Points: 
  • Asset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, today announced the agenda and benefactors for AdviceTech.LIVE 2023, its fourth annual industry crowd-sourced virtual showcase.
  • Unlike years past, AdviceTech.LIVE will take place over the course of two days for four and half hours each, on November 2nd and 3rd.
  • Additionally, for the first time in the event’s history, registration will be free to the financial professional community.
  • New to the event this year will be a diverse panel session closing each day discussing the companies profiled throughout the event and critical takeaways learned.

NATE GARRISON JOINS PENSIONMARK FINANCIAL GROUP AS CHIEF INVESTMENT OFFICER

Retrieved on: 
Wednesday, June 28, 2023
Applied economics, Analytics, Hof–Bad Steben railway, Nate, University, Certificate, Cambridge Investment Research, Chartered Alternative Investment Analyst, History, Georgia Institute of Technology School of Physics, Research, Garrison, Retirement, Investment, Certificate in Investment Performance Measurement, Perfect World (company), Chartered Financial Analyst, FINRA, Growth, Johns Hopkins University, Financial adviser, Management, Economics

SANTA BARBARA, CA, June 28, 2023 (GLOBE NEWSWIRE) -- Pensionmark, A World Company, the financial services division of leading insurance services organization World Insurance Associates LLC, announced today that Nate Garrison has joined as the firm’s new chief investment officer.

Key Points: 
  • SANTA BARBARA, CA, June 28, 2023 (GLOBE NEWSWIRE) -- Pensionmark, A World Company, the financial services division of leading insurance services organization World Insurance Associates LLC, announced today that Nate Garrison has joined as the firm’s new chief investment officer.
  • In this role, Garrison will lead all investment strategy, research and communication activities for all Pensionmark financial services companies.
  • Garrison comes to Pensionmark from Cambridge Investment Research where he was most recently the assistant vice president of Advisory Solutions.
  • He also holds designations for Chartered Financial Analyst, Chartered Alternative Investment Analyst, Financial Risk Manager and Certificate in Investment Performance Measurement, as well as FINRA Series 3, 7, 24, 63 and 66 registrations.

Sandpiper Lodging Trust Hires Michael T. Helgeson as Vice President of Capital Markets

Retrieved on: 
Friday, May 26, 2023
University of Colorado Denver Business School, University, Sandpiper, Education, Investment, Capital market, SLT, Cambridge Investment Research, Marketing, Disability, All, RIA, Long-term care, Bank, Sale, Real estate investment trust, Business administration, Series 7, Direct, Knowledge, Region, Research, Health, RIAS, Registered investment adviser, Financial adviser, Transamerica

RICHMOND, Va., May 26, 2023 /PRNewswire-PRWeb/ -- Sandpiper Lodging Trust ("SLT") is pleased to announce the recent hiring of Mr. Michael T. Helgeson as Vice President of Capital Markets. Mr. Helgeson is responsible for the education, promotion, marketing, and sales of Sandpiper Lodging Trust to Registered Investment Advisor firms across the country.

Key Points: 
  • Helgeson is now responsible for the education, promotion, marketing, and sales of Sandpiper Lodging Trust to Registered Investment Advisor firms across the country.
  • RICHMOND, Va., May 26, 2023 /PRNewswire-PRWeb/ -- Sandpiper Lodging Trust ("SLT") is pleased to announce the recent hiring of Mr. Michael T. Helgeson as Vice President of Capital Markets.
  • Mr. Helgeson is responsible for the education, promotion, marketing, and sales of Sandpiper Lodging Trust to Registered Investment Advisor firms across the country.
  • Prior to his arrival at Sandpiper, Mr. Helgeson held the Regional Vice President of Capital Markets role for the AOG Institutional Diversified Fund (AOGFX).

Griffin Distribution Partners Joins LIBRA Insurance Partners

Retrieved on: 
Wednesday, February 22, 2023
Disability, LIBRA, Shea, LTC, Enterprise, Thought, IMO, Long-term care, Griffin, Bell, Knowledge, Partnership, Cambridge Investment Research, BGA, Research, OSJ, Financial adviser, Management

RALEIGH, N.C., Feb. 22, 2023 /PRNewswire/ -- Griffin Distribution Partners, a newly founded, relationship-driven Brokerage General Agency (BGA), announces its partnership with LIBRA Insurance Partners, the largest independently owned life insurance marketing organization (IMO) in the United States. Founders of Griffin Distribution Partners, industry veterans Sean Shea, Frank Johnson, Steve Bell, and Teresa Shea, joined forces with the unified mission of designing a BGA to allow for deeper, value-driven relationships with a select group of planning-oriented advisors. Griffin Distribution Partners specializes in protection-based insurance products, including life insurance, long-term care (LTC), disability, fixed annuity and more.

Key Points: 
  • The partnership with America's largest independently owned Life Insurance Marketing Organization (IMO) was the catalyst for forming Griffin, a 'relationship-driven' BGA
    RALEIGH, N.C., Feb. 22, 2023 /PRNewswire/ -- Griffin Distribution Partners, a newly founded, relationship-driven Brokerage General Agency (BGA), announces its partnership with LIBRA Insurance Partners, the largest independently owned life insurance marketing organization (IMO) in the United States.
  • Founders of Griffin Distribution Partners, industry veterans Sean Shea, Frank Johnson, Steve Bell, and Teresa Shea, joined forces with the unified mission of designing a BGA to allow for deeper, value-driven relationships with a select group of planning-oriented advisors.
  • Griffin Distribution Partners specializes in protection-based insurance products, including life insurance, long-term care (LTC), disability, fixed annuity and more.
  • Through its partnership with LIBRA, Griffin Distribution has direct access to several proprietary and advanced planning tools and benefits, including:
    "We are delighted to welcome Griffin Distribution Partners to our team – they are the perfect fit for LIBRA, and we are excited to further their mission with their advisor clients," said William (Bill) Shelow, CLU®, ChFC®, CPCU®, LLIF, president and CEO of LIBRA.

Blueleaf Appoints WealthTech Leader Tim Minert EVP of Business Development

Retrieved on: 
Thursday, February 9, 2023
Growth, Cambridge Investment Research, RIA, Research, Executive, Business development, Management

BOSTON, Feb. 9, 2023 /PRNewswire/ -- Blueleaf, an all-in-one wealth management platform with best-in-class advisor and client experiences in reporting, billing and rebalancing, has named Tim Minert to the position of Executive Vice President of Business Development.

Key Points: 
  • BOSTON, Feb. 9, 2023 /PRNewswire/ -- Blueleaf , an all-in-one wealth management platform with best-in-class advisor and client experiences in reporting, billing and rebalancing, has named Tim Minert to the position of Executive Vice President of Business Development.
  • "The tremendous value of the Blueleaf platform has never been more apparent," said Tim Minert, the new EVP of Sales.
  • As Senior Director at Cambridge Investment Research, Tim took a deep dive into the industry.
  • "I've been aware of the innovation and industry leadership of Blueleaf for years," said Minert.

Cetera Attracts More than $13 Billion Through 2022 Recruiting

Retrieved on: 
Wednesday, February 1, 2023
Patriot, Partnership for a Secure America, Cetera Financial Group, MassMutual, Cambridge Investment Research, Research, Merrill (company), Cryptocurrency, Management, Financial adviser, Cetara

LOS ANGELES, Feb. 1, 2023 /PRNewswire/ -- Cetera Financial Group, one of America's largest networks of financial professionals, today announced that it attracted more than $13 billion through organic recruiting in 2022. The results represent a record year for Cetera's business development team, up from approximately $10 billion in 2021. Contributing to the record results, Cetera bolstered its business development team with several key hires and made strategic investments in its onboarding and integration program, Accesslink, in 2022.

Key Points: 
  • LOS ANGELES, Feb. 1, 2023 /PRNewswire/ -- Cetera Financial Group , one of America's largest networks of financial professionals, today announced that it attracted more than $13 billion through organic recruiting in 2022.
  • Contributing to the record results, Cetera bolstered its business development team with several key hires and made strategic investments in its onboarding and integration program, Accesslink, in 2022.
  • "While 2022 was not without its challenges, we are energized and inspired by our results and optimistic about an even better 2023," said John Pierce, head of business development at Cetera.
  • Key 2022 recruiting wins include:
    In December 2022, The Patriot Financial Group (TPFG), an independent, registered investment advisor managing more than $2.5 billion for clients, affiliated with the Cetera Financial Specialists community .

Financial Advisor David J. Dobrusin Joins LPL Financial

Retrieved on: 
Monday, January 9, 2023
LPL, Financial management, RIA, Cambridge Investment Research, Certified Public Accountant, Business development, Research, Financial adviser

CHARLOTTE, N.C., Jan. 09, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor David J. Dobrusin has joined LPL Financial’s broker-dealer, RIA and custodial platforms.

Key Points: 
  • CHARLOTTE, N.C., Jan. 09, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor David J. Dobrusin has joined LPL Financial’s broker-dealer, RIA and custodial platforms.
  • Having served approximately $200 million in advisory, brokerage and retirement plan assets*, Dobrusin joins LPL from Cambridge Investment Research.
  • Dobrusin brings a practical combination of tax planning and financial management to help clients maximize investment goals and minimize tax liability.
  • “We are an experienced full-service financial firm committed to being an integral part of each client’s financial management team,” Dobrusin said.

Strategic Planning Group Moves to Commonwealth to Optimize Client Outcomes And Capitalize on Technology

Retrieved on: 
Tuesday, December 20, 2022
Professional Services, Technology, Finance, Fintech, Asset Management, Consulting, CPA, Wood, Commonwealth Financial Network, Commonwealth, Cambridge Investment Research, Partnership, Eye, McCauley, Growth, Nine Times, South Carolina, J.D. Power, Strategic planning, Research, Physician, Registered investment adviser, Financial adviser, Risk management

Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Strategic Planning Group, Inc. from Fishers, Indiana, to its network of financial advisors.

Key Points: 
  • Commonwealth Financial Network®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Strategic Planning Group, Inc. from Fishers, Indiana, to its network of financial advisors.
  • Its hands-on style goes beyond the numbers, and this approach has helped the firm become a nearly 100 percent referral business.
  • To learn more about Strategic Planning Group, visit www.spgfinancial.com .
  • “The partnership with Commonwealth will position us to work smarter and faster and, ultimately, deliver better outcomes for our clients,” explained Wood.