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6/29/2022: Cambridge - Updates to new Technology fee and Digital Transformation. Compliance - DOL PTE implementation June 30th. Product - Two new Traditional Alternative's added. Presentation by Apollo Global Management
6/29/2022: Cambridge – Updates to new Technology fee and Digital Transformation. Compliance – DOL PTE implementation June 30th. Product – Two new Traditional Alternative’s added. Presentation by Apollo Global Management
Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Jun
6 views
6/22/2022: Compliance - Reminder about DOL PTE effective June 30th. Product - Review of the Cambridge Digital Transformation center. A presentation by Pacific Oak.
6/22/2022: Compliance – Reminder about DOL PTE effective June 30th. Product – Review of the Cambridge Digital Transformation center. A presentation by Pacific Oak.
Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Jun
2 views
6/15/2022: Compliance: DOL PTE reminders, Rights of Reinstatement reminder Product: Cambridge Ignite and updates to the Wealthport Daily Trade suppression. A presentation from Inland
6/15/2022: Compliance: DOL PTE reminders, Rights of Reinstatement reminder Product: Cambridge Ignite and updates to the Wealthport Daily Trade suppression. A presentation from Inland
Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Jun
4 views
6/8/2022: Compliance: Reminder about DOL PTE enforcement at month end and RightBridge going live. Product: New SMA's added to WealthPort, paperwork updates, and a "sizzling" video. Presentation by FS Investments.
6/8/2022: Compliance: Reminder about DOL PTE enforcement at month end and RightBridge going live. Product: New SMA’s added to WealthPort, paperwork updates, and a “sizzling” video. Presentation by FS Investments.
Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Jun
26 views
6/1/2022: Compliance: DOL PTE updates and E&O updated pricing. Product: Upcoming webinar about cash investing and Ivy Funds changes Presentation by First Trust.
6/1/2022: Compliance: DOL PTE updates and E&O updated pricing. Product: Upcoming webinar about cash investing and Ivy Funds changes Presentation by First Trust.
Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Jun
26 views
5/25/2022: Compliance - Critical updates around DOL PTE and upcoming trainings and updates to the VAD/EAID Product - OneAmerica repricing Care Solutions lower and upcoming webinars Presentation by City National Rochdale
5/25/2022: Compliance – Critical updates around DOL PTE and upcoming trainings and updates to the VAD/EAID Product – OneAmerica repricing Care Solutions lower and upcoming webinars Presentation by City National Rochdale
Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 May
24 views
5/18/2022: Compliance - Rightbridge updates and changes to source of funds requirements for mobile deposits. Product - New Transamerica RILA and Cambridge Connect Conference. Presentation by CreativeOne
5/18/2022: Compliance – Rightbridge updates and changes to source of funds requirements for mobile deposits. Product – New Transamerica RILA and Cambridge Connect Conference. Presentation by CreativeOne
Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 May
26 views
5/11/2022: Compliance updates around SEC's Marketing Rule, Form CRS delivery, and Email security reminder. Product updates around Annuity Income Rider changes and three great webinars coming up. A presentation by our DAR Brokerage General Agency.
5/11/2022: Compliance updates around SEC’s Marketing Rule, Form CRS delivery, and Email security reminder. Product updates around Annuity Income Rider changes and three great webinars coming up. A presentation by our DAR Brokerage General Agency.
Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 May
19 views
5/4/2022: Latest on DOL PTE, FINRA phishing emails, updates to AdvicePay, and a presentation by Duncan Walsh Advisors.
5/4/2022: Latest on DOL PTE, FINRA phishing emails, updates to AdvicePay, and a presentation by Duncan Walsh Advisors.
Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 May
17 views
4/27/2022: Updates on the Cambridge ADV, Help with your Annuity Disclosures, and a presentation by Prudential Annuities
4/27/2022: Updates on the Cambridge ADV, Help with your Annuity Disclosures, and a presentation by Prudential Annuities
Weekly Rep Calls, Weekly Rep Calls – 2022, Weekly Rep Calls – 2022 Apr
16 views
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Duncan Advisor Resources and its subsidiaries are separate entities.

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