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News, Comment & Analysis results for Cambridge Investment Research

M and A
January 15, 2026

Deals Of The Day: The Latest In Wealth Management M&A – Bluespring Wealth Partners, Beacon Pointe, Others

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Technology
August 30, 2024

Why AI Will Not Eliminate The Traditional Advisor

Here is another in a series of articles stemming from this publication's summit on cybersecurity

M and A
January 12, 2024

Cambridge Targets Smaller Advisors' Corporate, Succession And M&A Needs

The new RIA, BridgePort, will support firms with technology, succession and acquisition, practice

M and A
October 13, 2023

Deals Of The Day: The Latest In Wealth Management M&A – Avantax

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Comment & Analysis results for Cambridge Investment Research

Award Winners

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What's New In Investments, Funds? – Janus Henderson, Privacore, VPC

Digital Digest: The Latest Tech News – Franklin Templeton, Binance, Kestra, Others

Deals Of The Day: The Latest In Wealth Management M&A – Carson Group, iCapital, Passthrough

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Let's Take A Close Look At Puerto Rico's Tax Code And Its Requirements

Is The $2.3 Billion College Athlete Market Worth Pursuing?

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