February Newsletter 2024
February 1, 2024
Newsletters

Announcements

Join us in Tempe, AZ for PJ Advisor Group’s Annual Enterprise Conference!  Get ready for an amazing event filled with exciting opportunities to learn, network, and have fun celebrating Steve’s 20th anniversary with Cambridge!

Eric Schwartz
Executive Chairman and founder of Cambridge Investment Research, Inc.

We’re excited to announce that Eric Schwartz is our featured keynote speaker at our upcoming 2024 PJ Enterprise Conference in Tempe, Arizona! Following the theme 20-year Anniversary, Eric spoke at our conference 20-years ago. We will get to hear his perspective on how things have changed in the last 20-years in the industry and at Cambridge. This is a speaker, you won’t want to miss!

If you haven’t already done so, please register for the event using the link below. You can also view a sneak peak of our event agenda.

Register
Event Agenda
Book Your Hotel

Compliance Reminders

  • Bitcoin ETF Training

    Please remember to complete the mandatory Cryptocurrency & Digital Asset training course through RegEd if you plan to make any transactions in bitcoin ETFs. Whether the investment is in your own account or your client’s account(s), solicited or unsolicited, or if part of a split rep code, this training is required.  Please reference CO-24-07 Cambridge communication for more details. 

Upcoming Events

Cambridge Office Solutions Workshop | March 21-22, 2024 | Fairfield, Iowa – Register Here

PJ Advisor Group Annual Enterprise Meeting | April 21-24, 2024 | Tempe, AZ- Official Registration Link Now Available —> REGISTER HERE

Cambridge Accelerate | May 6-8, 2024 | Scottsdale, AZ

*We highly recommend sending your administrative staff to this!

2024 Ignite Cambridge | August 20-23 | Gaylord Rockies Resort | Aurora, CO

Cambridge Virtual Events – For information on Cambridge’s virtual webinars, please visit this link.

Helpful Resources

  • Disclosure Checklist – Click here

  • Required Disclosure Table – Click here

  • Terminating a Client – Guide and Sample Letters

  • Vulnerable Client Documentation Process – Click here

  • Diminished Capacity Documentation Process – Click here

  • Vulnerable Client Intake Form – Click here

Just a reminder that all of these helpful resources and more, can be found on the PJ website under Advisor Login. Call our office if you forgot the password.