Cambridge Launches New Affiliation Model With Integration of $800M WealthPlanners

Published on March 26, 2026

WealthPlanners joins a group of existing employee advisors at the broker/dealer to create Cambridge WealthPlanners, with $1 billion in client assets.

Continue reading on website
Other news

Private Markets Enter New Era of Wealth, Retirement

March 26, 2026
Advisors face rising expectations as private wealth and retirement systems reshape allocation frameworks, demanding institutional discipline and tighter governance.

Evergreen Funds Hit $534.6 Billion Despite Headwinds

March 26, 2026
Despite some challenges, the funds delivered healthy net returns. But dispersion between the best and worst performers was much wider than in public markets.